The Valhalla Group
60 E Rio Salado Pkwy 900
15117 N 146th Ave Surprise, AZ 85379
Tempe, AZ 85281
Hours of OperationI am available at all times.
We offer a full array of financial services such as:
Retirement Income Planning
Social Security Planning
We are Fiduciaries, which means we are legally bound to do what's strictly in your best interest. We believe in educating our clients and building relationships based on trust and integrity.
The Valhalla Group is a trade name of Financial Partners of America LLC, (FPA) and Valhalla Advisors LLC are two separate entities. Insurance products and services are offered and sold through individually licensed agents appointed to do business in their appropriate jurisdictions through (FPA). Investment advisory services are offered through Valhalla Advisors LLC, a registered investment adviser. CRD # 310811
This content is for educational purposes only. It is not an offer or solicitation for any specific securities. Be sure to consult with a qualified financial adviser or tax professional before implementing strategies and ideas contained herein. Investments, as well as investment strategies, involve risk and are not guaranteed unless otherwise stated. As always, past performance does not indicate future performance.
We'll Impress YouWe start where other companies end.
Step 1 We make sure you are maximizing Social Security. Currently, there are about 567 ways to calculate and file for Social Security, so getting that right is the priority.
Are you receiving everything you are eligible for?
Step 2 Is keeping it. Now that we have ensured you are receiving all the benefits you are eligible for, the logical next step is to keep it. Keep it from falling prey to taxes and a host of other withholdings.
Finally, using this info we build the retirement income plan.