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In fact, Valais is unlike anything you’ve ever experienced and could be your secret weapon to living your dream life in retirement!
We know your life changes more than once a year! That’s why you’ll hear from us every 3 months (unlike some other investment advisors) to review your progress and make sure your wealth growth strategy is still meeting your short term and long term goals!
When dealing with your future security, you deserve the highest level of expertise and support, so we work tirelessly to be here for you when you need us. You can always reach your dedicated advisor or a member of our team 24 hours a day, 7 days a week!
My partners and I previously founded Abbey Wealth in Europe where we managed almost a BILLION dollars in assets, helping over 3000 clients in 50 countries maximize their retirement… and we had a 4.7-star rating on Trust Pilot with over 800 reviews!
You don’t hit those numbers and satisfaction levels if you don’t know what you’re doing, right?
We stay up to date with the latest policy changes, tax loop holes, cutting edge strategies, and hot investment opportunities and we put our money where our mouth is! When we find something new, often times we invest our own money in it and we share it with you immediately so you can reap the same potential rewards! You can rest assured knowing the strategies and investment opportunities we share with you are the exact same we use in our own personal finances. (Can you say the same for some other advisors?)
We look forward to getting to know you soon!
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