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:

• Working toward your retirement income needs, desires and expenses
• Maintaining lifestyle choices and priorities
• The goal of 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
• Potentially minimize taxes on income—now and during retirement
• Evaluate the variables in your retirement plan with the goal of ensuring 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