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Valenti Wealth Management

3 Forest Park Drive,

Farmington, CT 06032

RETIREMENT PLANNING

Client Centered

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