INDIANAPOLIS (Aug. 25, 2014) — Valeo Financial Advisors, LLC has received the 2014 Team Pro Bono Award from Financial Planning for its work with the Indianapolis Neighborhood Housing Partnership (INHP).
The Financial Planning Pro Bono Awards recognize the community service work of financial advisors who have contributed their time and talents to helping people in need take control of their finances.
Valeo is in its first year of a three-year commitment to INHP. The nonprofit works to help low- and moderate-income families become permanent homeowners by offering homeownership education, financial and mortgage advising, and a variety of affordable mortgage and loan options. Valeo aims to help interested clients reach financial goals beyond homeownership.
“Our part is to help families save for other goals, such as college and retirement, and help them keep the discipline they need to stick to their budgets,” said Valeo Advisor Justin Padgett, CFP® who led the firm’s relationship with INHP.
Valeo, with 11 participating advisors, hopes to help 25 clients in its first year, with a goal of eventually reaching 10 percent of INHP participants.
“We are excited to offer this pro-bono service to INHP and their clients, and to continue to have a positive impact on our community,” said Valeo’s Chief Operating Officer Gregory A. Fulk, CFP®.
As Valeo’s partner organization for the 2014 Team Pro Bono Award, INHP will receive a $5,000 grant from the Foundation for Financial Planning. Pro Bono Award winners were announced in Financial Planning magazine’s August issue.