Are you a current or future client looking for account resources, the Valenta Capital Financial Planning process, or general information?
How can we help?
Individual Clients
401k Participants
Looking for more information on your options for your employer-sponsored retirement plan?
Plan Sponsors
Are you a business owner who wants to know more about how Valenta Capital supports you and your team for your 401k plan needs?
Personal planning: Do you have confidence in your financial strategy?
For People
You are unique and so are your needs. That means you and your family deserves a personalized approach. At Valenta Capital Management, we strive to craft custom income and retirement strategies tailored to your risk tolerance, goals, and dreams.
Here’s how we empower you:
- Clarity: We work with you to clearly define your vision and map out a roadmap to achieve it.
- Tailored Solutions: Our team of experts creates personalized plans that align with your income, taxes, and retirement aspirations.
- Ongoing Support: We don’t leave you alone. We’re here to answer questions, monitor progress, and adjust your plan as life evolves.
Don’t wait to build a future you love.
401(k) Simplified: Empower Your Employees, Focus on Your Business with Valenta Capital
For Businesses
We specialize in facilitating and managing custom retirement plans that perfectly align with your company’s needs.
Here’s how we help:
- Expert Design: Our team of retirement specialists crafts tailored plans that attract and retain top talent, considering your company size, industry, and employee demographics.
- Seamless Administration: We handle the day-to-day tasks, including compliance, vendor management, and reporting, freeing you to focus on running your business.
- Employee Engagement: We provide comprehensive education and enrollment support to ensure your employees understand and actively participate in the plan.
- Ongoing Support: Our dedicated team is always available to answer questions and address concerns, guaranteeing a smooth and stress-free experience.
Invest in your employees’ financial security and your own peace of mind. Partner with Valenta Capital and unlock the power of a simplified, effective retirement plan.
Featured Articles
Top stories of the month
How Much Money Will I Need For Retirement?
“Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for, or are already in, their…
October ’22 Market Update
Colby shares his thoughts on the current market conditions! He pulled some great articles, and data to share with you all. Check it out!
Franklin Templeton Article
Colby wanted to share his thoughts on a great article by Franklin Templeton – 5 Things You Need to Know to Ride Out a…
Fees in 401ks
Do you know the fee’s that are associated with your 401k Plan? Colby helps break it down!
Social Security Benefits
Do you know how many options you have when it comes to pulling Social Security benefits as a married couple?
Are you protected?
Colby has some great thoughts on how to help protect your retirement from volatility.