About

Valor Investments and Planning

WHO WE ARE
Valor Investments and Planning (VIP) is a privately owned and independent Registered Investment Advisory (RIA). We provide a wide array of services that are curated to deliver a client experience that we are both proud of and excited to share. We are totally independent; free from any restrictions that would prevent us from seeking and delivering the right investment solutions or insurance products for our clients. We believe that money is a tool, not the goal, and our job is to understand the outcomes our clients desire so that we can construct a portfolio or plan that allows them to make informed decisions. We operate in a fiduciary capacity for our clients, meaning decisions that are in their best interest and not our own. We charge a fee for asset management and financial planning services. Brokerage services are also made available to clients through our dual registration.

Valor Investments and Planning is a member of The Advisor Network. A family of professional service organizations compiled to deliver more professional capacity for clients and advisor partners.

OUR GOAL
We strive to create access points to better financial futures. Clients should have a clear understanding of the relationship they have with their advisor and transparency behind the tools and solutions they bring to the table. To efficiently implement strategies that are appropriate, we need to educate. An informed client can commit to decisions that they understand and feel comfortable in the outcomes. It’s important for us to live out our values by delivering high impact solutions that align with the core values and expectations of our clients.

SOLUTIONS WE PROVIDE
+
Asset Mangement
+ Financial Planning
+ Group Retirement (ie. 401k, 403b, Pension, etc.)
+ Risk Management
+ Executive Benefits/Non-Qualified Plans
+ Fractional CFO


The Valor Advantage

The Advisor Network is a management company that provides management consulting services and back office administrative support to various entities and independent contractors including but not limited to Valor Insurance, Valor Investment & Planning, Valor Realty, and Millen Law.

VIP clients enjoy the convenience of a “one-stop-shop” as they also have access to our highly recognized team of home, commercial, condo, & flood insurance agents, realtors, and an in-house attorney specializing in real estate, business law, and estate planning.

All of the companies within The Advisor Network, including Valor Investment & Planning, strive to grow and evolve with the ever-changing market, every decision being made through the lens of how we can better serve our clients during every step of their unique journey.

Valor in the Community…