Validus Financial Associates
Financial Services - Peoria, Arizona, United States
Validus Financial Associates Employees
Validus Financial Associates Details
You're here because financial planning has been something that's been on your to-do list for a while. You've reached a point where you're looking for someone to help you create a financial strategy that works now and for years to come.Based on experience with our clients, we use a finely tuned process through Lincoln Financial Advisors that will lead you through the six stages of financial planning. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).- We'll discuss how we can work together and are transparent about any fees involved.- We'll conduct a holistic audit of your current estate, investments, and business owner situation (if needed).- We'll look at your current strategy to identify successes, gaps, and opportunities.- We'll help you implement your financial plan and continue to review your status annually or as needed.From tax strategies to comprehensive wealth management, we want to make sure you know all of your options.You've come to the right place.Registered associates of Validus Financial Associates, PLLC are registered representatives of Lincoln Financial Advisors Corp.Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Validus Financial Associates, PLLC is a marketing name for registered representatives of Lincoln Financial Advisors. We offer securities to residents of : Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming CRN-3985735-121521
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