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Financial planning is our process

We have an extreme passion for planning and exploring creative ways we can help to improve a client's financial outcome. It's not all about investments. It's about financial efficiency, which often includes taxes and the ability to simplify things. Who knew you could simplify taxes?

The mere thought of one's own finances, taxes, and investments can be a major pain-point; there is a lot to know and a lot of emotions involved. That is were success can quickly become derailed, and that's where we come in.

We take a planning approach that is certain to be adjusted as you ride the rollercoaster of life. We're here to help you design, implement, and monitor that plan along the way. Our value is to help prevent you from making irrational and emotional financial decisions that may compromise your desired goals.


We do our best work with:

1. Families who have built a net-worth of over one-million dollars through diligent saving.

and,

2. Who are preparing for or experiencing one of life's major transitions i.e. career change, retirement, divorce, death of a loved one, sudden wealth.

and,

3. Who value being as efficient as possible with their wealth and taxes, and realize that having a professional help guide them can free up more of their time to enjoy life!


Life's Transitions

We help clients navigate through life's toughest transitions...                                  

  • Divorcing or Divorced
  • Widow(er)
  • Now Have the Role of an Executor or Trustee
  • Settling the Estate of a Parent/Loved One
  • Retiring
  • Taking Care of Elderly Parents
  • Changing Careers
  • Selling a Small-Business
  • Social Security
  • Medicare

Who We Serve

We have experience in serving clients who are...


Retirees:

  • Looking to solidify a retirement playbook
  • Managing multiple sources of income
  • Interested in having their money work for them
  • Interested in paying as little as possible in income taxes

Business Owners:

  • 1-50 million in revenue per year
  • Small business owners exiting or transitioning away from the business
  • Medical & Dental Practices
  • Various Law Firms

How we do it:

We have the flexibility to work together in a variety of ways:

1. Financial Planning: We can work with you on an on-going basis to provide financial planning that covers your life or business transitions, in addition to any ad hoc analysis and advice. We are your on call financial advisors to help you make informed decisions about your financial goals. Or, we can have a short-term engagement to help you solve a complex financial issue.

2. Investment Management: Too busy with work and the kids? Traveling and exploring new hobbies in retirement? Rather than dedicating countless hours of your valuable time learning to invest like the professionals, you can have us efficiently manage your investments based on your wants and needs.

3. Both:  For those who value their time above all (or need help determining what their time is really worth), we can provide on-going financial planning and investment management. This can allow you to focus on the other important things in life such as family, career advancement, and spending your valuable time doing what you enjoy most!



Financial Planning Cameron Valadez, CFP

Tell Us About Your Unique Situation

If you find that we are a potential fit for you, feel free to reach out to us to start a (down to Earth) conversation.


Waddell & Reed is not affiliated with any other entities referenced.  (01/21)