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Our Services

Valerie E. Thomas & Associates, LLC helps individuals and families pursue their retirement, investment and estate planning goals by offering comprehensive fee-based services and strategies, including:

Investments

  • Annuities – Immediate, Fixed & Variable
  • Asset Allocation
  • Asset Management
  • Bonds – Corporate and Municipal
  • Investment Advisory Accounts – Fee Based
  • IRA Rollovers from 401k, 457 and 403b retirement plans
  • Pension Options
  • Stocks

Financial Planning

  • Accumulation Goals
  • Business Planning
  • Charitable Gifting Programs
  • College Planning
  • Estate Planning
  • Income Planning Needs and Distributions
  • Intergenerational Planning
  • IRA Distribution Planning
  • Planning for Special Need Family Members
  • Portfolio Analysis & Optimization
  • Quarterly Performance Reports
  • Retirement Planning
  • 401k, 457 and 403(b) Asset Allocation

Insurance

  • Disability Income Insurance
  • Personal Life Insurance – Term, Universal, Variable
  • Long Term Care