Our Services

Planning Focus

In each area of service that we offer, we promise that you will receive the very best legal treatment in the industry. If the area of expertise you require isn’t covered below, let us know via the contact form below and we’ll do our best to refer you onwards.

List of Services

A Comprehensive, Holistic Financial Plan We apply forward-thinking ideas and solutions to the most challenging legal issues you face, and approach each case with passion and commitment.
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Investment Strategy That Meets Your Needs Employers receive the practical and strategic advice they need to enable them to make sound decisions that are consistent with applicable labor laws.
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Strategic & Customized Tax Planning Strategies Draw upon our full complement of services and expertise to help you through land acquisition and disposition, ownership and transactions, and more.
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Asset Allocation For Long-Term Success We represent both foreign and domestic companies to ensure the legal passage of goods, services, capital and more across borders.
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Risk Management Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Insurance Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Retirement Planning Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Estate Planning Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Find Out Why Clients Work With Valor.

High Compensation Structure

Compensation level is always in proportion to production, but with that being said we always start our Independent Agent Partners out at street level or above. If you are looking for a good contract level without the hassle we can provide it for you. If you have a history of production we can provide you almost any level you need as well.
Multiple Markets

One of the major advantages at Valor Financial is that we have access to almost any contract an agent needs. We can offer you a solution for life, annuity, health, P&C, and many other lines all under one umbrella. Rather than you taking to time to find those solutions on your own.
No Production Requirements

It is that simple. As an agent or agency with Valor Financial you are able to keep your above street level contract with us and market all carriers without the fear of losing a contract for non-production. Welcome to the power of aggregation!
Access to Discounted Marketing Services

Finding good services at a price point that you can afford as an agent or agency is difficult, to say the least. We understand that these items have cost, we aren't interested in nickel and dimming agents. Your growth is our growth. Marketing services are merely a tool to help with that growth, but isn't where we want to make our profit from.
Dedicated Contracting, New Business Team

Whether it is for life, annuity, health, medicare, P&C, AUM, Broker Dealer or other vertical lines we offer, we have a contracting and new business team to help make those processes smooth. We all know that these are never perfect processes, but having the right people handling them makes a big difference.
Simple Path to Create Distribution

If you are getting to the place where you want to start producing less and help other agents or your team produce more, then we have the best platform to do that. Agents that make this leap usually struggle because of all the moving pieces. Our plug-and-play platform allows you to get started almost instantly.
Ongoing Training & Support

We are not just a contracting house and are here to provide ongoing support and training so that you can continue to focus on the aspects that actually make you money. Let us worry about industry changes, carrier developments, etc.