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Who We Serve
Four situations. One coordinated plan.
From our office in Ada, Michigan, we work with a select group of families and business owners across West Michigan whose financial lives have outgrown one-off solutions. If you recognize yourself below, a meeting is the right next step.
Business owners
Business Exit and Succession
Owners preparing to sell or transition a business who want one coordinated plan for the sale, the taxes, and the portfolio that follows the closing.
Pre-sale planning that starts years before a letter of intent
Entity, gain, and timing decisions worked through with your CPA
Post-liquidity portfolio construction built for a new balance sheet
Family and management succession dynamics handled with care
Entrepreneurs and Business Builders
Owners actively growing a company who want their personal wealth, cash flow, and taxes managed with the same discipline they bring to the business.
Concentrated ownership managed alongside a diversified personal portfolio
Owner compensation and retirement plan design
Personal and business balance sheets kept in view together
Cash flow planning that protects the household while the company grows
Families rarely arrive with a single question. They arrive with a business, an estate, a tax return, and four advisors who have never met.
Life's special situations
Families Navigating Transition
Families facing the loss of a spouse, a divorce, an inheritance, or retirement who want a steady, guided plan through unfamiliar territory.
Accounts and assets organized and simplified in the first ninety days
A clear plan for cash flow, income, and long-term goals
Investments realigned to new priorities with attention to risk and cost
Compassion paired with technical skill through every decision
Families Caring for a Loved One
Parents and caregivers planning for a loved one with a disability who want lifetime care funding, the right trust structures, and benefit coordination.
Lifetime care funding modeled across two generations
Special needs trust and ABLE account structures coordinated with counsel
Government benefit eligibility protected as the plan evolves
Successor caregivers and trustees prepared before they are needed
The first step
Start with a meeting
Ninety minutes. No cost and no obligation. We walk through your balance sheet and your current strategies, and you leave with a clear picture whether or not we ever work together.
Your values ◆ Your legacy ◆ Our guidance
Valor Wealth Group is an independent, fiduciary wealth advisory firm in Ada, Michigan, serving successful families and business owners across West Michigan and beyond.
Visit
7163 Headley St SE, Suite B
Ada, MI 49301
(616) 314-5928
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General Disclosures
Valor Wealth Group, LLC is a registered investment adviser. The adviser may transact business in states where it is appropriately registered or where it is excluded or exempt from registration. This material is provided for informational and educational purposes only and should not be construed as an offer or solicitation to buy or sell any securities or to provide investment advisory services. All investments involve risk, including the potential loss of principal, and are not guaranteed. Valor Wealth Group LLC and its Investment Advisers do not engage in the practice of law and are not CPAs or acting in the capacity of CPAs, enrolled agents, or tax attorneys. Clients should consult a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.