"We can help you plan the next 20 plus years."
- Michael Valiente, Financial Advisor
- Michael Valiente, Financial Advisor
Professional, Insight & Life Experience. We can help you plan the next 20 plus years. Our priority is to protect your interests at all times and to demonstrate our commitment to our fiduciary duties of honesty, good faith, and fair dealing.
Successful long-range planning, especially in these turbulent times, requires real expertise. The ability to identify economic trends as they are forming, to take full advantage of market conditions while staying true to the client’s long-term planning objectives.
1. Everyone needs investment help. Are you properly invested in your retirement plan? It’s one thing to have money – but you should have something else. Someone who will be a phone call or office visit away to look after your money and help it grow. If you want someone you can trust to educate you, be clear with you and help you make the right decision, (so you can sleep at night) please contact me. I’m here to help you.
2. Thoughts of retirement and preparing for retirement usually bring questions: When can you retire? Can you retire tomorrow? And if you can’t – what do you need to do to get ready?
Michael Valiente
Financial Advisor
Phone: (949) 529-1655
Fax: (877) 457-2004
Send Email: Mike@LegacyWealthFinancial.com
Office Address: (click for directions)
300 Spectrum Center Dr.
Suite 400.
Irvine, Ca 92618
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