Organize your today - Plan your tomorrow

Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee.

  • Income Tax & Cash Flow

    Managing your taxes should not be left to only your accountant. We work collaboratively with your accountant to understand how current and future financial decisions impact your tax returns.

  • Investments

    We evaluate investments net of fees, taxes and risk. We work with you to understand your overall risk profile and then ensure your portfolio is in alignment. Additionally, our net-worth approach uniquely positions us with an open mind to nontraditional opportunities.

  • Risk Management

    How do you know if you are adequately covered and insured, or being over-sold on insurance products? We help evaluate your current and future insurance needs and work with your existing agent to optimize coverage.

  • Estate Planning

    How you own assets and manage your beneficiary designations can be as important as your estate documents themselves.  We will work with your estate planning attorney to ensure your estate is easy to administer, tax-efficient and accurately  reflects your wishes and stays that way.

  • Education Funding

    There are many different ways to prepare for educational expenses.  We work to ensure whatever approach you take integrates well with your tax, cash flow, investment and estate planning.

  • Retirement

    Are you prepared for a financial shortfall or windfall upon retirement? We work to understand your unique financial needs and goals, then create a strategy to transition as smoothly as possible into retirement.

The scope of any financial planning and consulting services depends upon the request and needs of the client.  Valeo does not serve as an attorney, accountant, or insurance agent. Valeo does not prepare estate planning documents or tax returns, nor does it sell or receive commissions from any insurance products.

*The achievement of any designation, professional degree, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valeo is engaged, or continues to be engaged, to provide investment advisory services.

By the numbers
Certified Financial Planner™ Professionals*
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