VFG. hispanic couple

Let Our  Experience Help You Make a Plan

We know that the best plans are ones that incorporate all aspects of your financial life. Use our comprehensive financial planning process to help you identify the critical aspects of your retirement. 

We Incorporate the Whole Picture

We choose the holistic approach.

We start by getting a full picture of your values, needs, goals, and resources.

We base your plan on you, not just your assets.

Research shows that no one consistently beats the market, but we can responsibly manage inflation, risk and taxes, and we can plan for a wide variety of possibilities.

We can even plan your retirement to better support the world that supports us all.


VFG. Apolloshot.

Smart financial planning helps you live a happy, meaningful life.


Nigel Valdez

Principal and Advisor

Shay Sq

Shay Salomon


We are not the right-fit for everyone, but we might be the right-fit for you...

To find out, we need to know more about each other. That's why we start with a no-cost & no-obligation 20-minute Right-Fit Discovery Call. Click below to learn more...

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