We Strive to Help State and Federal Employees
Each of our clients has a unique financial situation and retirement plan which we strive to help them meet. Part of this includes programs and benefits offered by employers. This is especially true for workers employed by either the Federal Government or the State of Florida. At Valenzuela Financial, we are prepared to serve both state and federal employees and can inform you of all the options available when planning for retirement.
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Our Story
Welcome to Valenzuela Financial Management Group, proudly serving our clients for over a decade. Starting with an educational approach to financial services, we have developed into a firm that focuses on bringing financial solutions to baby boomers, those approaching retirement, and retirees.
Since 2000, we have seen financial changes in the market affect the retirement goals of people aged 55 and older. As a result, people today need to plan differently. Cost of living, taxes, medical costs, and other retirement-related expenses continue to rise. How you prepare and manage financially today is more important than ever.
At Valenzuela Financial Management Group, our strategy is two-fold. The first step is educating and informing the families we serve. Our exercise of due diligence identifies your current financial position. Clients learn insights into the financial path they have followed and how they’ve fared over time. This is the “check-in” point.
Once that is accomplished, an open discussion and brainstorm session with the client is conducted to mutually agree on how to focus appropriately as they approach retirement.
It is a fact today that, when speaking to them about retirement, one of the biggest fears people have is outliving their money. Our focus is to teach our clients to be prudent and address risks in retirement while understanding how these risks, along with costs/fees, internal expenses and performance, may impact their assets.
A retiree, new or existing, must understand that protecting principal, preserving income, and risk mitigation/management replaces “in for the long haul” thinking. We aim to focus on a prudent financial review and plan accordingly.
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