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Valley Financials Multilateral Approach to Retirement Investment Yielding Strong Returns
Scottsdale-based Valley Financial Corporation is wowing clients with a one-of-a-kind multifaceted approach to managing investment portfolios.
SCOTTSDALE, AZ, April 20, 2011 /24-7PressRelease/ -- Scottsdale-based Valley Financial Corporation is wowing clients with a one-of-a-kind multifaceted approach to managing investment portfolios. Their signature method incorporates using a mixture of insurance - such as life insurance, annuities, health insurance, auto insurance and home insurance, as well as financial services such as IRAs, 401ks and other similar retirement products - to strengthen the retirement portfolios of clients, so they can enjoy peace-of-mind while working towards their ultimate goal of becoming financially stable retirees.
According to the bureau of labor and statistics, the average amount held in a retirement account is $49,944 - with a standard deviation of $174,193. In some of the best cases, this translates into approximately $250,000 to live on during retirement. Additionally, the market, government regulations and taxes are largely unpredictable.
"Instead of being 'reactive' to retirement planning, it's important to be 'proactive' and situate your assets accordingly," advises Jeff Junior, President of Valley Financial Corporation. "Many investors lost upwards of 60% of their retirement savings and are still not back to where they started. Retirement planning is a scary deal for most people, and I don't believe in using fancy jargon and elaborate charts to impress clients. Rather, it's simply a matter of understanding the client's objectives and keeping it as simple as possible for them."
Valley Financial Corporation's unique approach to wealth planning utilizes the services of a variety of different financial and insurance firms to put together a proposal that fits the client's objectives.
"With all the offerings of Valley Financial Corporation, it isn't uncommon to use multiple investment or insurance companies," Jeff stated. "This not only helps meet the client's objectives, but can potentially save them thousands of dollars."
Valley Financial Corporation is an independent financial services and insurance company that allows their associates total independence. This affords the ability to quote and use literally hundreds of companies that put the client's best interests first. The company prides itself on continuously and proactively seeking solutions for its clients. Specialties include: financial planning, estate and legal review, trust establishment, annuities, life, health, auto and home insurance.
"Many pre-retirees ask if they will have enough money to live on when they retire," Jeff explains of the common retirement predicament. "This sometimes simple question can be the cause of much stress and even sleepless nights. Allow Jeff to help answer that question on your behalf with proven strategies that create desirable results."
To learn more, please visit: www.valleyfin.com.
About: Valley Financial Corporation was founded in 2009. However, its founder, Jeffrey Junior, has been serving the Valley for more than 14 years, during most of which he has proudly served as a Transamerica Financial Advisor. Valley Financial Corporation and Valley Financial Wealth Management are independent entities that serve the needs of clients using insurance such as life, annuities, health, auto and home, as well as financial services such as IRAs, 401ks and other similar retirement products. As an independent organization, Valley Financial Corporation has the ability to use 100s of companies and provides recommendations based upon client objectives. Valley Financial offers financial planning, estate planning, legal review, trust establishment, annuities, life, health, auto and home insurance services.
To learn more, please visit: www.valleyfin.com.
Press Contact:
Jeff Junior, President
Phone: (480)) 214-9836
Email: jjunior@valleyfin.com
Web: http://www.valleyfin.com
Address: 9375 E. Shea Blvd. #100 Scottsdale, AZ, 85260
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