Valerie L Trent Financial Group LLC

Introduction: Our recommendations are tailored to accelerate the goals of the client. We redefine the retirement! Rarely does our clients need to do more than reposition current allocations. Our recommendations have zero to do with commissions or fees; and involve minimal, to no, risk. Our recommendations are sustainable plans that provides both return of investment and return on investment and operate in spite of our client. We love when our clients have AHA moments. For the most part, it's watching them learn that planning does not have to create a deficit in household or business cash flow. For first generation middle to upper class families and small business owners, they rarely have the generational education necessary to understand how to position themselves related to their earnings. There is often a need for a paradigm shift from what they know to be true about how money works. We exist to help our clients realize that, right information about finances, can add more to their net worth than a lifetime of work!