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