5050 Quorum Drive • Suite 231 • Dallas, TX 75254 • 214.363.4865 • info@valinvestments.com

Did I save enough money this year? Can I afford to send my kids to the schools of their choice? Now that I am done working, can I afford to live the lifestyle I want? Does my estate plan give too much of my wealth to Uncle Sam? What is the cost to you and your family for not addressing one of the above?

Life is full of questions. Uncertainty can make things tougher than they need to be. We aim to take the guesswork out of your life so you can focus on what really matters. The end result is a plan specifically tailored to your needs.