SECURE YOUR RETIREMENT,
CONFIDENTLY WITH ME
Welcome to Valentin Retirement Actions & Tax Planning. We are committed to educating you on planning for a secure future, offering free, fiduciary-based guidance on social security, medicare, 401K, 403B, TRS, IRAs, and annuities. As independent contractors, we work with hundreds of companies to find the perfect fit for your individual needs. Let us help you gain peace of mind about your financial journey.
Our Comprehensive Services
We offer a range of specialized services tailored to meet your individual retirement and financial planning needs. Our approach focuses on understanding your unique situation and providing effective, practical, and personalized solutions free of charge.
Retirement Planning & Education
Navigate the complexities of social security, medicare, 401K, 403B, TRS, and IRA options. We empower you with knowledge for a confident retirement.
Annuities For Secure Income
Explore MYGA, SPIA, DIA, FIA, and income riders. Protect your retirement funds from market volatility with guaranteed income streams for life.
Tax Preparation & Planning
Align your tax strategy with your long-term retirement goals. Our expert planning ensures efficient management of your finances and compliance.
Final Expense Insurance
Provide peace of mind for your loved ones. Ensure they are not burdened with final expenses, allowing them to grieve without financial stress.
"Working with Valentin Retirement Actions & Tax Planning was a game-changer for my future. Their personalized approach and deep knowledge gave me the confidence I needed to plan my retirement effectively."
Maria Rodriguez, DeSoto Client
Connect with us
DFW METROPLEX AREA
Opening hours
Monday - Sunday : Virtual Appointments look at our scheduler
Contact
Socials
Create Your Own Website With Webador