Michael Valiente, Legacy & Wealth Financial Services

8001 Irvine Center Drive, Suite 400
Irvine CA  92618

Phone: (877) 689-0876

Michael Valiente, Legacy & Wealth Financial Services

"I work closely with clients to create sound planning for lasting financial security."
- Michael Valiente, Financial Consultant

My goal is to be your most trusted advisor through my professional knowledge, integrity and seamless personalized service.

My financial practice was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services. My goal is to help our clients find true wealth by uncovering what is truly important in their lives.

• Proactive & Helpful Advice
• Superior Service
• Full Service Investment Management
• Prepare for Retirement
• Life and Health Insurance
• Market Updates
• Financial Evaluations

Our Approach:

We take a holistic approach to financial guidance that reflects your priorities and specific life circumstances:

Step 1: Discovery

Before we get down to crunching numbers, we’ll talk about the things that are most important to you – family, community, pastimes, and church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.

Step 2: Planning

Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.

Step 3: Solutions

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.

World class providers and sub-managers to offer real life solutions:

Vanguard Group Inc
American Funds Investment
Barclays Global Investors
Franklin Templeton Investments
Transamerica
Goldman Sachs Asset Mgt.
First Trust Portfolios
JPMorgan Asset Management
Morgan Stanley Institutional
T. Rowe Price Investment Services -
Black Rock Funds
Oppenheimer Funds Inc.
John Hancock
Principal Financial Group
The Hartford
Prudential Annuities
GE Life & Annuity
Anthem Blue Cross
Blue Shield
Kaiser Permanente

Step 4: Monitoring

Just when you make plans, life happens – and events large or small can change everything. The monitoring stage incorporates tracking systems, to keep your plan on target. We’ll help you plan for unexpected, anticipate change, and adjust your plans over time, as necessary.

I am dedicated to taking you on this life journey.

Michael Valiente
Financial Consultant
Branch Office Manager
California Insurance License# 0E61477.

Securities offered through Trustmont Financial Group, Inc.
Member FINRA/SIPC
200 Brush Run Road, Suite A
Greensburg, PA 15601
Phone: 724-468-5665

Legacy & Wealth Financial Services is not affiliated with Trustmont Financial Group, Inc.

*Third party posts found on this profile do not reflect the views of Trustmont Financial Group, Inc and have not been reviewed by Trustmont Financial Group, Inc as to accuracy or completeness



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