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Valley Estate Planners, Ltd.
Introduction
Our planning involves your total financial picture; we assist our clients from basic financial planning and budgeting, through retirement planning, to the final distribution of assets through an established estate plan. We are not a transaction-oriented firm; our process produces trust among our clients, who become friends that we keep for many years.
A proper financial plan takes into consideration how and to whom assets go in the future and ensures that those plans reach fruition. Tax planning and charitable gifting strategies are implemented for many of our clients.
One of our favorite compliments from a client family is this quote: "The best way to explain Valley Estate Planners is that they are your concierge to life problems. If Cory can't help you, he knows someone that can!"
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