Mission Statement

We chose the name Valiant because despite having very different life backgrounds the character traits we share are discipline, embracing hard work, and integrity.

At our firm, we have the client—and only the client—in mind. Our clients can count on us to put their interests first. We do the right thing even when no one is looking. Always.

Our cornerstone is:     Faith, Family, Financial Planning, Fitness, and Fun!

Our mission is to get to know and understand your needs, wants, and long-term goals. We will help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Having families ourselves, with children ranging from toddlers to college students, we understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be daunting. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.