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  • Estate & Legacy
    Planning

    Estate Planning

    • Estate Planning
    • Estate Tax Planning
    • Trusts
    • Wills and Last Testaments
    • Beneficiary Strategy
    • Trustee & Fiduciary Selection
    • Life Insurance

    Legacy & Transfer

    • Wealth Transfer Strategy
    • Charitable & Philanthropic
    • Multi-Generational Planning
    • Family Governance & Education
  • Private Wealth
    Consulting

    Personal Wealth

    • High-Net-Worth Planning
    • Investment Management
    • Financial Planning
    • Retirement Planning

    Protect & Preserve

    • Strategic Tax Planning
    • Insurance & Risk Management
    • Financing & Private Lending
    • Asset Protection
  • Elite Business
    Management

    For Owners & Executives

    • Fractional CFO
    • High Level Financial Analysis
    • Mergers Acquisitions & Exit Planning
    • Business Valuation
    • New Business Entity Start Up and Management

    Operate & Grow

    • Financial Reengineering
    • Business Tax Strategy
    • Commercial & SBA Loans
    • Credit Card Processing
    • Shipping and Logistics
    • Technology and A.I. Services
    • Section 125 Employer Sponsored Benefits Program
  • Real Estate, Investment &
    Retirement Planning

    Retirement, Investment

    • Plan Design & Administration
    • IRA / 401(k) / Roth
    • 401(k) Alternatives
    • Rollover Strategies
    • Tax Efficient Investments
    • Alternative Investment Strategies
    • 1031 Exchanges

    Real Estate Planning Strategies

    • Residential and Commercial Investing
    • R.E.I.T. - Real Estate Investment Trust
    • Cost Segregation and Depreciation
    • Qualified Opportunity Zones
    • Tax Credits
  • Insurance

    Insurance Optimization

    • Insurance Optimization Program
    • Life Insurance & Annuity
    • Health & Medical
    • Disability & Income Protection
    • Long-Term Care
    • Professional Liability (E&O)
    • Physician & Malpractice
    • General Liability
    • Cyber Liability
    • Auto, Home Owners and Renters

    HNW Employee Bonus & Benefit Plans

    • C.O.L.I, S.E.R.P., Key Person and Split Dollar
    • Buy-Sell Agreement
    • Section 162 Executive Bonus Plans
    • Non-Qualified Deferred Compensation
    • Premium Financing
    • 1035 Exchanges & Direct Rollovers
  • Tax Firm

    VFC Tax Firm

    • Tax Planning & Strategy
    • Tax Resolution & Reduction
    • Tax Optimization
    • Tax Filing & Preparation
    • Custom Bookkeeping & Accounting
    • 501(c) Non Profit-NAV-USA Veterans Program
  • Insights

    Insights & Education

    • All Insights
    • Wealth & Investing
    • Tax Strategy
    • Retirement
    • Estate & Legacy
    • Business Owners
  • About
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Valentine Financial Consultants brings every financial discipline — investing, planning, tax, estate, business, and insurance — together under one dedicated team. One firm, one strategy, one standard of care for families and business owners who expect more.

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123 Avenue Wilson Street, Springfield, WY

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Personal Wealth

  • Ultra-Affluent Wealth Management
  • High-Net-Worth Wealth Management
  • Investment Management
  • Tax Planning
  • Estate Planning & Trusts
  • Financial Planning
  • Retirement Planning
  • Insurance & Risk Management
  • International Wealth

Family Office

  • Ultra-Affluent Wealth Management
  • Legacy Planning
  • Charitable Planning
  • Asset Protection
  • Wealth Transfer Strategies to Preserve Generational
  • Wealth
  • Family Governance​
  • Liquidity & Exit Planning
  • Valuations
  • Tax Services
  • Outsourced Accounting & Bill Pay
  • Social Impact

401k & Business Services

  • Business Services
  • Audit & Attest
  • Business Tax
  • Accounting & Bill Pay
  • Payroll Services
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  • Business Insurance
  • Business Valuation
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  • Estate & Legacy
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