W. J. Valone Agency

Focusing on Retirement Planning for Union Members and Their Families

 
Welcome and thank you for visiting!
 
The W.J. Valone Agency is a firm dedicated to helping our clients build and protect their hard-earned assets. Our mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.
We believe that a plan is a powerful tool. Reaching your long-term financial objectives can hinge on having a thought out plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. As professionals focusing on retirement planning and employee benefits, we can help you answer the questions you may have about your financial future, such as:
  • How do I roll over my qualified retirement plan?
  • How much money will I need in order to retire?
  • Do I have enough life insurance to retire?
  • How can I get the most out of my 401(k) or 457?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?  
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to ask my attorney about wills, trusts, and probate?

These are only some of the questions that you might be faced with when deciding on the financial well being of you and your family. Your not alone to try and find the answers, let us help.

We look forward to hearing from you.


W. J. Valone Agency is a separate entity from New England Securities. 

We have representatives in this office licensed and registered to offer products and services in [CT, MA, NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

Afraid of Outliving Your Income?

A split-annuity strategy is one way to help ensure a steady retirement income stream.

Quick Facts - August 2007

Information about Retirement, Long Term Care and the Mature Markets

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