SECURING YOUR FINANCIAL TOMORROW, TODAY

At Valentin Retirement Actions & Tax Planning, we empower you to confidently plan for your future. Discover our comprehensive services, from personalized retirement strategies to expert tax planning, all designed to bring you peace of mind. We're dedicated to guiding you every step of the way.

Our Key Services

We offer a range of specialized services tailored to meet your individual needs, ensuring your financial future is secure and well-planned. Our approach focuses on understanding your unique situation and providing effective, practical solutions for retirement and tax planning.

Tax Preparation & Planning

Expert tax preparation and strategic planning services designed to align seamlessly with your long-term retirement goals, maximizing your savings and minimizing liabilities.

Retirement Accounts

Comprehensive guidance on various retirement accounts, including 401K, 403B, TRS, IRA's (Roth or Traditional), and detailed explanations of annuities like MYGA, SPIA, DIA, and FIA.

Medicare & Final Expense

Explore your Medicare options and secure Final Expense Insurance, providing invaluable peace of mind for you and your loved ones, ensuring they are protected from unforeseen costs.

Your Future, Our Priority

Worried about when you can retire? Unsure if you have enough savings? At Valentin Retirement Actions & Tax Planning, we understand these concerns. We're here to help you create a robust plan for retirement and guide you on how to save today for tomorrow's unknowns, ensuring your peace of mind.

Personalized Retirement Solutions

What makes us truly special is our commitment to individualized attention. As a fiduciary and faith-based agent, we prioritize your best interests. We work with hundreds of companies as an independent contractor to find the perfect fit for your unique needs, providing free advice and services to our clients.

Flexible & Accessible Support

We believe in making expert financial guidance accessible to everyone. Our services are available 100% virtually, over the phone, or in-person close to you in the DFW area, Texas. This flexibility ensures you can get the support you need, wherever you are, on your terms.