Financial Advisory
At Valiant Standard Wealth Management, we make financial planning and investment management feel personal and straightforward. Many of our clients come to us having already saved and invested; they simply want to know if everything is working together the way it should. Our role is to connect the pieces, explain your options and help you make sound, long‑term decisions with confidence.
Financial Planning
One Coordinated Picture
Investment Management
Your money should work for you. For many people, the real concern is not ‘beating the market,’ but knowing whether their investments are aligned with their life. We design an investment strategy around your goals, time horizon and comfort with risk, so your portfolio has a clear purpose and you understand how it supports your plan.
Cash Flow & Debt Management
Cash flow is often where financial stress shows up first. Together, we review what is coming in, what is going out and any debt obligations, then make measured adjustments that create more room today while still supporting your long‑term goals.
Planning for What's Next
Retirement Planning
We help you build a retirement income strategy that fits your life and your timeline. That includes coordinating savings, pensions, Social Security and taxes in a way that supports the lifestyle you want, and gives you a clear picture of what is possible throughout retirement.
Charitable Giving & Legacy Planning
Legacy planning is about more than numbers. We help you think through the people and causes that matter most, then put in place giving and estate strategies so your resources — and your values — are reflected in the plans you leave behind.
Clients with Complex Employer Benefits (including Xerox Retirement Planning)
Many clients come to us because a retirement package, pension option, or rollover decision feels more complicated than it needs to be. Over the years, that has included significant experience with Xerox retirement benefits and RIGP questions, but the value we bring is broader: helping people make smart decisions wherever corporate benefits, retirement planning, and long-term wealth strategy intersect.
Valiant Standard provides specialized retirement planning support for Xerox employees, former employees, and retirees evaluating pension options, RIGP decisions, retirement benefits, and 401(k) rollovers.
*Harvey Reiner is not affiliated with Xerox
Executive & Business Owner Strategies
We work with business owners and executives whose financial lives are sophisticated and need a trusted guide. We help you make confident decisions around equity compensation, business cash flow, protection, and retirement so your personal wealth stays aligned with the future you’re building.
Protection Planning
Preparing for the "What Ifs"
We help you think through the ‘what ifs’ and choose coverage to protect what matters: your income, your health and your family’s future. That may include life, disability or long‑term care insurance, depending on your situation, so your plan is better prepared for events you can’t fully predict.