Our Firm

Validus Financial is a fee-based financial planning firm with prodigious experience in asset management programs, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.

Whether you have an advisor currently, or a team of professionals working with you, or no one working with you, we can help!  We serve as the "quarterback" for all your financial needs. 

We look at your entire financial landscape and bring everything together, by determining how one decision affects another area of your financial plan.  As your "quarterback", our responsibility is to help you design a complete, competent and cost-effective wealth plan, and to continue to guide you throughout your lifetime...and beyond!