Valenti Wealth Management specializes in helping clients work towards their retirement goals. Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:
- Meeting your retirement income needs, desires and expenses
- Maintaining lifestyle choices and priorities
- Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving, and other goals
We can help you develop a comprehensive plan to:
- Identify and pursue your lifetime income goals
- Minimize taxes on income—now and during retirement
- Evaluate the variables in your retirement plan to ensure alignment with your objectives
We can provide knowledge and guidance for:
- Retirement plan distribution strategies
- Traditional and Roth IRAs
- Retirement plans for self-employed individuals
- Corporate retirement plans, including 401(k), 403b and Defined Benefit plans