“As seen in the 12/15/2014 edition of Forbes Magazine”
NEW YORK FINANCIAL LEADERS
Shared Vantage Point Distinguishes Advisor’s Client Relationships
Most pre-retirees, retirees, business owners and success- ful executives understand
the need for solid, tailored, unbiased financial advice. In their search for
the right advisor, they often picture someone addressing their questions and concerns from across the table.
Salvatore “Sal” T. Valente III, RFC®, RICP®, president and CEO of the Valente Group LLC, doesn’t work that way.
In fact, when he began his career in the financial services industry 10 years ago at a large financial services company, Valente felt a disconnect sitting across the table from his clients.
“That’s when I became a fee-only advisor,” Valente says. “I wanted to
sit on the same side of the table as my clients, so to speak, working in their interests only—with no commissions or conflicts of interest.”
For Pre-Retirees and Retirees, a Rest-Easy Retirement
In helping them plan for a fulfilling, worry-free retirement, Valente guides clients toward a “values-based” financial plan that focuses more on their purpose and vision than their net worth. “I endeavor to get to the heart of what’s important to my clients and then tailor a comprehensive road map to get them there,” he says.
Armed with this understanding, Valente tackles retirement income dis- tribution, tax strategies, legacy planning and more with the help of clients’ outside advisors and cutting-edge technologies.
“I have access to the same planning tools the largest firms do,” Valente says.
The Valente Group LLC Wealth Management
Salvatore “Sal” T. Valente III
“The critical question is whether those tools are being used wisely and in the client’s interests alone. With us, we believe the answer is an unqualified ‘yes.’”
For Business Owners,
Smart Continuation Strategies and Efficient Retirement Plan Design
According to Valente, oftentimes business owners aren’t sure how their business and personal assets interrelate or how to optimize tax efficiencies and long-term gains.
“The first thing most business owners show me is their portfolio,” Valente says. “I remind them that their business may be the largest part of their portfolio, and that with a solid business continu- ation plan, they can harvest their sweat equity when they’re ready to transfer or sell it. Once they understand what’s possible, everything changes.” Additionally, Valente helps them develop or fine-tune their company retirement plans, ensuring efficiency there also.
For Successful Executives, Strategies to Minimize Taxes, Maximize Wealth
In Valente’s experience, executives’ main concerns are how to handle current compensation and how to efficiently harvest the gains from the nest egg they worked hard to accumulate. “We help executives by showing them the most efficient methods of accumulation, maximizing their compensation packages and creating a solid plan for efficient use of