P. Michael Valley II, President/Owner

Helpful Articles to the Most Commonly Asked Questions

ProbateConsider these five unique ways that you can control the distribution of your estate.

Long Term Care Although many individuals neglect to prepare for this, there are ways you can ensure that you are ready for all of life's surprises in the future.

Estate Planning Estate Planning is an essential step in preparing for the future, not only your own, but also for your loved ones.

Load vs. No-Load FundsLoad funds require that you pay an up-front commission to a broker while no-load funds do not require a commission. One question remains, how do you decide between the two?

Financial Planning

Estate Planning Professionals takes pride in providing comprehensive financial planning services to our clients. We review our clients Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. We embrace our role as a fiduciary; always acting within our client's best interests. Our comprehensive services integrate all aspects of our client's financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.

We offer:

  • Risk Management/Insurance Planning
  • Beneficiary Review
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Current Investments
  • Analysis of Present and Future Expenses
  • Tax Planning
  • Estate Planning
  • Asset Allocation
  • Asset Protection
  • Income Planning
  • Investment Management

Just imagine a complete plan, where all your tax, financial and estate planning needs are addressed in a customized binder. This is your comprehensive wealth management plan. Our comprehensive and coordinated approach ensures that your plan is developed using a holistic view. We have found that many financial services professionals focus on products. Our experience shows that our clients' needs are best met by focusing on processes and most importantly, people.

Investment Management

At Estate Planning Professionals, we believe no two investors are alike. Our investment process is client focused. We base our process on a personalized approach using multiple investment strategies. Our portfolios are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

We serve:

  • Individuals
  • Employer Sponsored Pension Plans (401K)
  • Foundations
  • Endowments
  • Corporations

We offer:

  • Investment Advice
  • Mutual Funds
  • Exchange Traded Funds (ETF)
  • Options
  • Separately Managed Accounts

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