Our Personal Team Based Model

WE’VE JOINED FORCES TO HELP OUR CLIENTS

SUCCEED IN LIFE, WHILE STRATEGICALLY PLANNING FOR A BRIGHT FUTURE.

Everyone is impacted in paying their Personal TAXES. Many of my Clients would like to pay themselves first before having to PAY The IRS (The IRS gets “THEIRS.”) Many of my Personal Clients do NOT have a 401k, IRA, or Roth to lower their Tax Liability while saving money for their Future & for Retirement.

Many of my Valued Valiante Tax & Financial Management Personal Tax Clients are definitely NOT leveraging their Income for a successful future, or to better reduce their Tax Liability by saving more in taxes owed.

So, I / Jason Valiante – CEO of VTFM, Inc. have joined forces with Josh Leung – Financial Advisor at Modern Woodmen of America to help my Valued VTFM Personal Clients to successfully save for their future, mitigating risk and/or Tax Liability to keep more of their hard earned Income in their pocket, and much more.

So ask yourself these following questions… (and be honest) – If you can answer YES, then you have a PLAN in place that addresses the question(s) below, and are prepared to execute your PLAN for SUCCESS in life. – If you answer NO to the question(s), then you’re ‘At Risk’, leaving money on the table in Taxes, thus NOT having a PLAN that could help you now and in the future.

Questions that Single, Married and Head of Housholds need to ask themselves

1 - Do you have a plan in place to cover you, should you or someone in your family: pass away / get disabled / sick / or laid off?

2 - Have you left an old Employer / Company recently? Have you yet to consolidate your old Retirement Plan(s)?

3 - Have you inherited any Financial Accounts? Do you plan to roll them over, or have them evaluated to make sure they're meeting your needs for your future?

4 - Do you feel confident that you have a plan in effectively saving for a specific goal? A) Wedding, B) New Home, C) Next Rental Property, D) New Car, E) Children's College Tuition / School, or F) Retirement?

5 - Are you worried that your Social Security Benefits will not be enough for you to retire comfortably without having to change your lifestyle?

6 - Are you doing everything possible to reduce your Tax Liability? Or are you leaving money on the table with the IRS or CA FTB.

7 - Have I put a Succession / Exit Plan in place for when I choose to retire?

If you answered NO to a few of the above questions, then get with us to make absolutely sure you put the Best Plan in place to execute for your success in life.

TEAM BASED MODEL – P2