Val-Trust Financial Group, LLC

Description

VAL-Trust Capital Partners, LLC is an investment advisor, serving clients in Dallas, Texas and surrounding communities. Our mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

For over 75 years, individuals have been paying into Social Security so they can collect their benefits when they are ready to retire. Today, more than 51 million Americans receive Social Security benefits*, and according to AARP, 14 percent of people age 65 or older rely on Social Security for 90 percent of their income.

Nancy Howe, a Health and Life Agent Licensed with the Texas Department of Insurance assists retirees in Health Insurance and Long-term care planning. In the past she has worked with private attorney offices that specialized in creditor and bankruptcy protection. In addition, she was employed for several years with the Federal Bankruptcy Courts.

We offer our prospective clients an initial complimentary, no obligation risk assessment where we provide third-party analysis of your current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

Fact sheet

Products & services

Similar companies nearby