Strong Tower Advisors delivers expert advice, strengthening investment outcomes by utilizing economics-based research and analysis in conjunction with your financial plan to devise a personalized portfolio to achieve your goals.
Our process uses award-winning tools, resources, historical data, and a hands-on approach at every step. Once we set the course towards your goals and implement your financial strategy, we continually monitor and evaluate the progress. Our review process helps ensure you are on track and moving towards a favorable outcome. Life is fluid, and your investment strategies are too; your portfolio evolves with you at Strong Tower Advisors. Discover how we can help make your financial dreams a reality.
Once your financial situation and goals are understood, Strong Tower Advisors forecasts the likelihood of success and builds a roadmap outlining actionable and measurable steps to strengthen your plan towards achieving what's most important. Consultation Categories: Retirement, Children's Education, Emergency Funding, Health Care, Life Insurance, Major Purchases, Estate Planning, Divorce Planning, Business Succession Planning, Pension Analysis, Investor Risk Assessment, Risk Return Analysis, Portfolio analysis, NUA Company Stock Analysis, 72(t) SEPP Early IRA Withdrawal Analysis, Budgeting, and Debt Management.
Employer Group Health and Supplemental Benefits
Strong Tower Advisors offers group health coverage and supplemental benefits from various insurance carriers. Product Types: HMOs, PPOs, HSAs, Group Life, Accident, Cancer, Critical Illness, Dental, Vision, Hospital, Life, Short-Term and Long-Term Disability.
Strong Tower Advisors can help notarize your documents for all financial matters.
Fee-Based Investment Services & Wealth Management
Strong Tower Advisors provides clients with an array of professionally managed diversified portfolios to help them achieve their financial goals.
Investment Accounts and Strategy Options: Retirement Accounts (such as IRAs, Roth IRAs, Solo-Ks, Simple IRAs, SEP IRAs, and 401(k)s), Individual Accounts, Joint Accounts, UTMA (minor) Accounts, Business Accounts, Trust Accounts/Services, Annuities, Private Banking, Securities-Based Lending, Tax Harvesting, Traditional and Alternative Investments (Single Security Selections, Mutual Funds, Exchange Traded Funds, ESG Funds, Donor Advised Funds).
Legacy & Succession Planning
Strong Tower Advisors utilities wealth management and estate planning strategies to ensure your heirs are taken care of. Fortifying your intentions with your wealth, leaving a long-lasting legacy that impacts generations. Strategy Solutions: Gifting Strategies, Life Insurance, Donor Advised Funds, Revocable Living Trusts, Qualified Domestic Trusts, Family Limited Partnerships, and Irrevocable Trusts (which include Life Insurance Trusts, Testamentary Trusts, Charitable Trusts, Grantor Retained Annuity Trusts, Dynasty Trusts, etc.).
Life, Health, Disability, and Long-Term Care Insurance
Strong Tower Advisors helps ensure financial resources and services are available to care for what matters most when the tragic and unforeseen happens to you or your loved ones. Products List: Term Life, Whole Life, Universal Life, Indexed Universal Life, Disability Insurance, Long Term Care (LTC) Insurance, and Individual/Family Health Plans.
Medicare Advantage & Supplement Plans
Strong Tower Advisors helps you review the Medicare landscape to find the plan that best fits you. Products Provided: Medicare Advantage (Part C) and Medicare Drug Coverage (Part D). Medicare Supplement (Plans A, F, G, and N), Dental & Vision, Hospital Indemnity, Critical Illness (Cancer, Heart Attack or stroke), and Death.
Employer-Sponsored Retirement plans
Strong Tower Advisors offer employer-sponsored retirement plans to fit companies of all sizes. Retirement Plans Offered: 401(k) plans, 403(b) plans, Solo-Ks, Simple IRAs, SEP IRAs, Profit Sharing, Pensions, and Executive Compensation strategies (Non-Qualified Plans).
Introductions to Estate, Succession, Investment Banking, and Tax Professionals
Strong Tower Advisors can help introduce you to crucial estate, succession, investment banking, and tax planning professionals to fulfill all aspects of your financial planning recommendations.
Mr. Valdes has been exceptional in evaluating my current financials and putting together various options that are in my best interest from which to choose. He is very personable and explains portfolio options in simplistic terms. He continually surprises me with his outstanding customer service and willingness to go the extra mile.
Disclosure: All testimonials have been provided truthy by clients of Strong Tower Advisors, no compensation has been provided for said testimonials, and no material conflicts of interest exist resulting from the advisory relationship between the client and Strong Tower Advisors.
Financial Life Events
We Can Help With
Income tax mitigation
Income from selling a business or property
Private or Public Stock liquidations
Windfalls (inheritance, settlements, winnings, life insurance proceeds and other asset sales)
Other life-changing financial events