Valor Wealth Partners

Company:	Valor Wealth Partners
Contact:	Edward Smith
Address:	100 Cambridge Street, 14th Floor
City:	Boston
State:	MA
Zip:	02114
Phone:	617-648-2700
Fax:	--
Email:	Service@valorwealthpartners.com
Website:	www.valorwealthpartners.com

About My Practice

Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving. We provide an experience that puts clients at the center of the process, gives them control of costs, and treats them with dignity. As fiduciaries, we always work in the best interest of our clients.

We chose to specialize in helping federal employees maximize and take full advantage of their unique benefits. As a federal employee, you have most likely witnessed the difficulty in finding a financial advisor that understands the complexities of your CSRS or FERS benefits. With our experience, we can help you avoid elections that could cost you thousands of dollars over the course of your retirement.

For federal retirement workshops in Boston and dates, visit: https://fedimpact.com/VWP.

Ed is a successful consultant with over 19 years' experience developing financial plans for clients. As a Certified Financial Planner certificant, Ed follows the CFP Board's Code of Ethics and Standards of Conduct. The knowledge required to obtain and maintain this professional designation helps Ed with the complex financial plans that people deserve.

His core values of integrity and attention to detail are attributed to service with the U. S. Marines.

Offering Advice Since

2000

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: CFP®
Security Licenses: 7, 66
Education: MBA
Associations & Affiliations: Financial Planning Association

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Advisory services offered through CS Planning Corp an SEC registered investment advisor

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