Call Us Anytime: 786-509-4714

How to Live Your Dream Life in Retirement WITHOUT Running Out of Money!

Is $250,000 enough? $500,000? Discover exactly how much you really need to retire comfortably and never worry about running out of money or feeling overwhelmed by how much you can spend!

How to Live Your Dream Life in Retirement WITHOUT Running Out of Money!

Is $250,000 enough? $500,000? Discover exactly how much you really need to retire comfortably and never worry about running out of money or feeling overwhelmed by how much you can spend!

Your retirement accounts are more than just a savings pot for the future. It has the potential to offer you a worry-free retirement.

At Valais Wealth Management we’re committed to helping you strive to optimize your retirement planning.

Learn Your Options

See what you can do with your tax-deferred savings. Get help with 401k, 403b, IRA, Roth, Brokerage Accounts & More.

Compare Top Choices

Evaluate what to do with the savings in a former employer’s retirement plan.

Build Your Strategy

Plan for your future by choosing options that best suit your financial needs.

Start Working Towards Securing a Brighter Retirement Future Right Now!

Your complimentary guide illustrates how your current financial decisions regarding your 401k, 403b, IRA, Roth, Brokerage accounts can greatly influence your future income, the financial flexibility you experience, and the efficiency with which your wealth is taxed – both now and when bequeathed to your family.

Consulting a professional is highly recommended to help you understand the choices around Retirement & Estate Planning which should include:​

  • ​​Focus on goals-based retirement targets
  • ​​Employee benefit optimization – maximizing career benefits (401k, RSU, ESPP)
  • ​​Creating tax efficiency in both investment strategies and distribution strategies
  • ​Risk management and insurance
  • ​Gift tax enhancement
  • ​Appropriate use of wills and trusts​

Key Benefits Can Potentially Include:

  • Taking early retirement
  • Greater financial freedom in retirement
  • Avoidance of probate
  • Reductions in taxation that your beneficiaries will pay upon receipt of your estate
  • Increase in charitable donations
Valais Wealth Management LLC (VWM), through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN. Beacon Global Advisor Network, LLC does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice.

VWM’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of VWM’s website on the Internet should not be construed by any consumer and/or prospective client as VWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

A copy of BGAN’s current written disclosure statement discussing BGAN’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BGAN upon written request.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. Insurance products and services are offered and sold through Valais Wealth Management LLC, and individually licensed and appointed insurance agents.

FLORIDA INSURANCE LICENSE #L127627

There are no guarantees your investment goals and objectives will be attained.

Company Address

Wells Fargo Plaza, 333 SE 2nd Avenue, Suite 2000
Miami, Florida, 33131, USA