"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/clarifying goals and objectives
                *      objectively analyzing the current picture          
                    *      taking proactive steps to build a secure path to a tax efficient retirement  
 
 
According to the National Association of Personal Financial Advisors (NAPFA) some staggering infographics on the importance of financial planning were outlined:
 
        *  56% of adults in USA lack a budget
        *  40% of adults in USA are savings less
        *  30% of adults in USA have no non-retirement savings
        *  41% of Baby Boomers do not have a will or estate plan
 
 
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 - 303-674-5561
 
 
 

 

 

     Contact Us Today

Valentine Seevers & Associates, PC

Certified Public Accountants

3781 Evergreen Parkway

Evergreen, Colorado  80439

(Long gray building between BMO formerly Bank of the West and Safeway Gas Station on the Evergreen Parkway frontage Road)

Phone: 303-674-5561

E-mail: info@vsaacpa.com

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