Our Services

 

Valecka Wealth Management is in the business of helping clients organize and manage all their financial challenges.  We do this by using an 8-step advisory process to help clients develop a plan for their wealth towards staying on track of their personal goals.  Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Many investors need a relationship with a trusted investment professional who will help them sort through the maze of available information to simplify their financial life and make informed, intelligent choices.

We specialize in the following areas:

Comprehensive Financial Planning - Using an eight-step advisory process: Discovery, Case development, delivery of personal financial plan, Strategic Partners such as CPA's & Estate Attorneys, Risk analysis and education, Customized investment portfolio with benchmarks, Implementation of plan, Monitor results with annual review.

Comprehensive Financial Planning

 

 

 

 

 

 

 

 

 

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* Investment management - Strategic Asset Management provides you with a fee-based asset management account through LPL Financial, a Registered Investment Adviser. We manage an investor's portfolio for a small percentage fee based on the value of the account (assets under managment). This fee covers all commissions and management expenses and simplifies costs for the client. We asses numerous investment products including Mutual Funds, Exchange Traded Funds (ETF's), Unit Investment Trust, individual bonds. We use all different classes of investments to customize a portfolio to match our client's goals and risks.

* Financial Services for Women - Women and men differ from what they expect from their advisor relationship. We understand what those differences are, by understanding all aspects of their lives, not just about their money. We offer a holistic approach and open communication to provide strategies for: busy women executives, widows, Mothers who manage a busy family and household, divorcees and retirees.

* Retirement and Social Security Planning - Design a investment strategy to fund your retirement goals then work with you to establish an income stream during retirement. examples: When to take Social Security payments for couples, Converting a traditional IRA to a Roth IRA, Retirement plans for starting a new business.

Retirement and Social Security Planning

 
  

* College Planning - Selecting the right account and amount to save for college. examples: Coverdell IRA, 529 Plans, UTMA account for minors

* Estate and Wealth Preservation Planning - Planning to protect yourself and loved ones and to pass your assets on your terms

Estate and Wealth Preservation Planning