Silver | Financial Advisors in Financial |
Bronze | Insurance Agents and Brokers in Services |
Valerie Mallett
Financial Security Advisor Offering Life,
Health, Group Insurance and Investments
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
Establishing a personal budget
Reviewing your investments
Evaluating any insurance needs
Determining if you can reduce your taxes
Planning your retirement
Understanding your estate wishes, and any legal matters
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.