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 * HELPING YOU FIND YOUR WEALTH MANAGEMENT SOLUTIONS
   
   FINANCIAL SECURITY
   RETIREMENT
   LEGACY
   
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PLAN & LIVE YOUR BEST LIFE, NOW AND IN RETIREMENT

Through the best of economic times and the most jarring stock market
corrections, our focus is on helping you find your best solutions for living a
great life today and enjoying a worry-free retirement. We do this as your
seasoned financial advisor by taking the time to understand your individual
needs, using a tailored approach for developing and implementing a plan to make
your goals a reality.

Learn More

STEVEN W. FENYVES, CFP®, CFS
PRESIDENT & FOUNDER


A LIFELONG BOND WITH CLIENTS

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“Our commitment is to provide an exceptionally personal approach, service and
level of attention, as if you were our only client.”

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About Us


FINANCIAL ADVISOR SERVICES

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 * WHAT IS WEALTH MANAGEMENT AND WHY IS IT IMPORTANT?
   
   Wealth management is essentially the practice of chalking out an individual’s
   financial standing and goals. It is a detailed study and understanding of
   financial strengths and weaknesses, to segregate the finances and gain
   maximum financial security or benefits.
   
   A further defining quality of an experienced financial advisor is that it is
   delivered in a consultative manner. By being consultative, wealth managers
   are truly client-centered. A good  financial advisor meets a client without
   any presupposition about what financial products or services are appropriate
   for that affluent individual.
   
   Wealth management entails coordinating a team of experts to address the needs
   and wants of affluent and mass affluent clients.
   
   Here are the services that usually fall under the umbrella of wealth
   management:
   
    * Financial planning
    * Investment management
    * Philanthropy advice
    * Legal exposure planning 
    * Estate planning
    * Tax optimization
    * Retirement planning


 * WHAT MAKES A GOOD WEALTH MANAGER?
   
   A good wealth manager will generally also be a financial planner and:
   
    * Has the education/certifications needed to meet clients’ needs
    * Will look at the client’s finances holistically
    * Will coordinate with clients’ other advisors
    * Listens and addresses each client’s individual needs
    * You feel comfortable with them and they answer all of your questions
    * Acts as a fiduciary


 * WHAT IS A FIDUCIARY?
   
    * A fiduciary is a person or organization that acts on behalf of another
      person or persons, putting their clients' interests ahead of their own,
      with a duty to preserve good faith and trust. Being a fiduciary thus
      requires being bound both legally and ethically to act in the other's best
      interests.
    * Financial advisors can be fiduciaries or non-fiduciaries. If they’re not
      held to a fiduciary standard, they may only be held to a suitability
      standard, meaning they’re required to offer suggestions that generally fit
      their clients’ financial situation, whether or not they have higher fees
      or bigger commissions than other options.


 * WHAT IS A CFP?
   
    * Certified financial planner is a professional designation awarded to
      financial advisors who have passed rigorous coursework and an examination
      to prove their fluency in all aspects of financial planning.
    * CFPs must undergo years of training - 4,000 to 6,000 hours in total -
      before they are eligible to place the letters CFP after their name.
      They’re also obligated to continue their education even after receiving
      certification.
    * A CFP can help you identify short- and long-term goals for your financial
      life, make a plan to achieve your goals and then execute on the plan.
      Goals can include saving for college, navigating debt repayment, preparing
      for retirement, maximizing the impact of your charitable giving as well as
      asset protection.
    * Unlike some financial advisors, all CFPs are held to a strict standard of
      fiduciary duty, meaning they must put your financial best interests ahead
      of their own.


 * WHAT IS THE DIFFERENCE BETWEEN A FINANCIAL ADVISOR AND A FINANCIAL PLANNER?
   
    * A financial planner is a professional who helps companies and individuals
      create a program to meet long-term financial goals.
    * Financial advisor is a broader term for those who help manage your money
    * Financial advisors are more likely to focus on investment management,
      while planners take a more comprehensive approach.
    * Financial planners usually work to form longer-term relationships with
      investors than financial advisors do.
    * Certified Financial Planners™ (CFPs) are about planning your future and
      matching your goals to achieve this. We examine cash flow, risk
      management, tax planning, retirement planning, college planning,
      investment and estate planning. Investments are only one of the many areas
      that we deal with.


 * WHAT ARE THE DIFFERENCES BETWEEN A CFP® AND A FINANCIAL ADVISOR?
   
    * While most Certified Financial Planners™ (CFPs) call themselves financial
      advisors, not all financial advisors are CFPs. Understanding the
      difference is important for a few reasons.
    * A financial advisor can be anyone who helps you manage your money. There’s
      no specific licensing or certification process required for someone to
      call themselves a financial advisor. Typically, a financial advisor will
      have passed some kind of licensing exam that allows them to buy and sell
      securities on behalf of their clients.
    * A CFP® has proven their ability to provide comprehensive financial
      planning services and may also provide investment advice and
      recommendations. All CFPs must meet the same basic requirements to earn
      the privilege of carrying the CFP® certification. CFPs also must always
      act as fiduciaries when providing financial advice to their clients.
    * Unlike many financial advisors, all CFPs are held to a strict standard of
      fiduciary duty.




SCHEDULE AN INTRODUCTORY CALL OR MEETING IN OUR BOCA RATON, FL OFFICES TODAY

 



 

Valued Wealth Management Inc
(561) 392-4646
 
5255 North Federal Highway Suite 330
Boca Raton , Florida , 33487 United States

 


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Providing Wealth Management, Investment Advisor. CPA and Financial Advisor
Services to the communities of Boca Raton, Boynton Beach, Delray Beach, Jupiter,
Palm Beach Gardens, Wellington, Coral Springs, Pompano Beach, Plantation,
Deerfield Beach, Weston, Tamarac, Coconut Creek, Parkland, Wilton Manors and
Lighthouse Point in Palm Beach County and Broward County, Florida.

Securities America Form CRS

Financial Advisors do not provide specific tax/legal advice and this information
should not be considered as such. You should always consult your tax/legal
advisor regarding your own specific tax/legal situation. Separate from the
financial plan and our role as a financial planner, we may recommend the
purchase of specific investment or insurance products or account. These product
recommendations are not part of the financial plan and you are under no
obligation to follow them. Life insurance products contain fees, such as
mortality and expense charges (which may increase over time), and may contain
restrictions, such as surrender periods.

Securities offered through Securities America, Inc. (SAI), member of FINRA
www.finra.org SIPC www.sipc.org.  Investment advisor
services offered through Securities America Advisors, Inc. (SAA). SAI
and SAA are separately owned and other entities and/or marketing
names, products or services referenced here are independent of SAI and SAA. This
site is published for residents of the United States and is for informational
purposes only and does not constitute an offer to sell or a solicitation of an
offer to buy any security or product that may be referenced herein. Persons
mentioned on this website may only offer services and transact business and/or
respond to inquiries in states or jurisdictions in which they have been properly
registered or are exempt from registration. Not all products and services
referenced on this site are available in every state, jurisdiction or from every
person listed."

 

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Wealth Management Inc Boca Raton, FL



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