Sometimes all you need is someone to help show you the way, and it’s no different when it comes to your finances. Whether you’re just starting out in your financial journey or are preparing for the retirement of your dreams, we are here to listen, understand and help guide you along the way.
My name is Jason Valdez, and I have been helping my clients reach their most important financial and personal goals since 2011. While some may look at money as a goal, we look at money as a tool that can help you fulfil the things that matter most to you. We focus on helping our clients align their values with their goals, and their goals with action in order to help them live with purpose! We have created a process that allows us to identify your values, discover your goals, and put action behind your financial goals to align these three.
What you can expect is an advisor who is willing to have meaningful conversations with you, who will listen to you and understand what matters most to you, and who will partner up with you to build a solid strategy that can help you confidently get to where you want to go.
Our solutions are designed to meet you where you are. Whether you are looking for advice, need guidance with your investment strategies, are looking to protect your loved ones against the unknown, or are simply looking for ways to give back, we have you covered. While we are able to offer a broad range of insurance and investment products, will never sell you a product just for the sake of it.
Our focus will remain on what matters most to you and your family. By working together, we can build a successful financial plan that includes protecting your loved ones against the unknown through our insurance products, providing guidance in how to save and what vehicles to use when saving for different goals, and helping you fulfill the things that are important to you.
Consider me your local one stop shop for your financial planning needs. Whether you have questions about current markets, or are curious about how we can help your current financial situation, be sure reach out to me in order to schedule a free consultation today!
This can be done in person or via ZOOM (Your Pick).
Jason Valdez, FIC, BFA, CLTC
Valdez Financial Services
Financial Advisor @ Thrivent
Website: connect.thrivent.com/jason-valdez
By phone at (732) 306-4755
By email at [email protected]