Valentine Planning, One Professional Firm, Every Financial Need
Our Team
At Valentine Planning, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Ron Valentine CPA, Professional Advisor
Ron Valentine is a Certified Public Accountant with degrees in Accounting and Computer Science. He is the founder of Valentine CPA, PC, a firm recognized four times on the INC 5000 list. Ron previously served nine years as a Federal Auditor and has prepared thousands of individual, trust, corporate, and partnership tax returns. His professional experience also includes consulting on business valuations, mergers, IRS problem resolution, and serving as an Independent Advisor Representative.
Rob Simons Professional Advisor
Rob Simons is an Independent Advisor Representative with extensive experience in banking and financial services. He has served as a Bank and Investment Advisor with First Security Bank, Zions Bank, and Prudential. Rob also worked as Regional Manager for Money Concepts, where he oversaw the financial services practices of eight CPA firms.
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Attend Our Upcoming Event
We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.
Discovery Meeting
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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