Platinum Level

*All services of Gold PLUS:

  • eMoney – an all-in-one comprehensive wealth planning solution

    • Access to run reports and what-if scenarios

    • Support to enter data and help answer questions

    • Client portal giving you access when it is best for you

    • Account Aggregation providing one secure place to view all your accounts

    • Encrypted vault to store important electronic documents

    • Interactive cash flow planning

    • Complex and advanced planning techniques

      • Social Security modeling with various scenarios

      • Advanced tax planning calculations

      • Employer stock and option analysis

  • Guaranteed reservation to all Valor Wealth Partners Educational Events

  • Specialized investment portfolio report analysis

  • Pension optimization including assessment and solution modeling

  • Retirement income plan development and monitoring

  • Real estate and private investment analysis

  • Business owner consultation services

  • Estate planning guidance

  • No trading costs for Investment Management

  • No annual account maintenance costs

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Advisory services offered through CS Planning Corp an SEC registered investment advisory.  Valor Wealth Partners does not render legal, accounting, or tax advice.  Please consult your tax or legal advisors before taking any action that may have tax consequences.

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