Individual Investors

Keep What You’ve Earned

We understand the time, money, and stress it takes to recover losses in major market downturns. Our goal is to help protect, manage, and grow the wealth you have accumulated. We’re able to provide a range of investment strategies based on your goals and risk tolerance.

We know how hard you’ve worked to get where you are today. Let us help you protect that.

Discover Your Potential

Who are individual investors?

Business Owners

Don’t have a 401(k)? Let’s discuss the options that you have as a business owner in planning for your retirement.

Corporate Employees

A 401(k)/403(b) is often someone’s largest retirement asset. Let’s discuss your “roadmap” in using this largest asset into your retirement.

Private Wealth Clients

For those who have accumulated at least 2M+, our strategies could help address your needs in a detailed fashion based on your significant situation.

Retirement Roadmap

The Valenzuela Retirement Roadmap: Your Roadmap to Help Guide You to and Through Retirement

Starting to Plan (20-10 years until retirement)

$250,000 assets already saved
Home almost paid off
Debts (student loans, etc.) under control
n high earning years, and want to save as much as possible

Into the Plan (10-5 years until retirement)

Whether you have developed your own plan or are working with an advisor, you have a plan in place. You may want to make changes or get a second set of eyes to make sure your plan gets you to your retirement goals.
Home paid off
Little to no debt

Retired (Implementing the plan)

You have accumulated the assets needed to maintain your lifestyle into retirement, want to make a change, or confirm you are where you should be.

What We Offer

Money Management

We strive to help you meet your financial goals through our tactically managed portfolios.

Market Guard® dedicates relentless effort to excellence, integrity, and innovation. We apply our proprietary investment methodology that utilizes a non-emotional, methodical, mathematical approach to every investment strategy we offer.

Asset Preservation Strategies

We can help you allocate your assets to create an income stream, supplementing your existing Social Security income.

Life Insurance / Disability Insurance

Are you overinsured? Underinsured? Let us help make sure you are properly insured.

Legacy Planning

There are 180 million Americans with no legacy plan. Let’s make sure you’re not one of them.

Take a more informed approach to investing.