"Do not save what is left after SPENDING, but spend what is left after SAVING" 

                        - Warren Buffett

Wealth Management

The road to retirement is one of perseverance.  It requires discipline and a firm plan to get anyone from career to retirement.  A hope and a dream are an absolute must when you are starting your career - a plan and implementation are what move you from a career to your retirement. 

 

There are several steps in between - Valentine Seevers & Associates wants to help with the planning stages, we are here to assist each step of the way.

 

From our perspective, wealth management consulting is simply the service of solving or enhancing our client's financial strategy.  We believe in the simple approach:                   

 

        *    taking an inventory of actual assets and liabilities 

            *      establishing the goals and objectives
                *      objectively analyzing the current picture          
                    *      taking proactive steps to build a secure path to retirement  
 
 
According to the National Association of Personal Financial Advisors (NAPFA) some staggering infographics on the importance of financial planning were outlined:
 
        *  56% of US adults lack a budget
        *  40% of US adults were savings less in 2012 then in 2011
        *  30% of US adults have no non-retirement savings
        *  41% of Baby Boomers do not have a will
 
 
With the wealth of knowledge this firm holds, we believe that we offer a strong second opinion in addressing retirement and wealth planning.  Wealth management entails coordinating a team of experts to address specific needs and goals you, our client, holds. 

If you are wondering what your net worth is, are you saving enough for retirement, or if your estate planning is up to date and still appropriate for your situation - we invite you in for a check up.
 
 
Contact our office to schedule an appointment with Tammy and John
 
 
 
The following link will take you to a survey that is step one in our process.  It will allow us to gain a fundamental understanding of your entire financial picture in its current state (the As-Is) and will help us create a plan to meet your goals in planning for retirement and long term wealth building:
 

 

 

   Contact Us Today

Valentine Seevers & Associates Certified Public Accountants

28000 Meadow Drive

Suite #104

Evergreen, Colorado  80439

Phone: 303-674-5561

E-mail: info@vsaacpa.com

Valentine Seevers & Associates Certified Public Accountants

13976 W Bowles Avenue

Suite #200

Littleton, Colorado  80127

Phone: 303-674-5561

E-mail: info@vsaacpa.com

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