Valerie brings a fresh set of eyes to each and every client she works with and her diverse experience in life insurance and financial planning allows her to create a plan that is unique to each of her clients. She is caring and will listen to your goals and retirement desires and create a plan to help you achieve them. Her goal is to educate you on the best and most effective ways to mitigate taxes, create a legacy for your family, provide a concise plan for your retirement and above all, provide you with the peace of mind you need to take that next step towards financial freedom.

Focusing on asset protection, life insurance, retirement planning, estate planning, wealth transfer planning, business planning, tax mitigation planning, 401k and IRA transfers and company retirement plans. Licensed in the following states: PA, NJ, DE, MD, MN, VA, WV, WI, NC, SC, GA, FL, TX, OH, NE, MI, IA and is contracted with over 50 state regulated carriers. Valerie meets with her clients virtually, adding convenience to the busy lives we lead. She is a wife & mother of three.