Today's Date: January 17, 2021
Newkirk Zwagerman, PLC and Bogas & Koncius, PC: Michigan State University's Women's Varsity Swimming and Diving Team Files T   •   NAELA Celebrates Passage of Latest COVID-19 Relief Package   •   Connecticut Water Files Application With Connecticut Public Utilities Regulatory Authority (PURA) to Amend Rates   •   Birks Group Presents Its FY2021 Holiday Period Sales Results   •   Unmet Need for Afterschool Programs Skyrockets in the Black Community, With Four Million Black Children Without the Access to Af   •   BET Announces Its Multiplatform Programming Strategy for Inauguration 2021   •   Speech from the Governor General and Commander-in-Chief of Canada   •   MLK Jr. oratory competitions go virtual, allowing kids to send messages of hope to a nation in distress   •   San Carlos Apache Tribe Sues US Forest Service to Stop Resolution Copper Mine   •   Rivers Casino Philadelphia Resumes Indoor Dining on Saturday, Jan. 16, at Noon   •   Statement by Minister Chagger on Raoul Wallenberg Day   •   Columbia Care Receives Provisional License for Adult Use at its Patriot Care Dispensary in Downtown Boston   •   Tractor Supply Company Appoints Joy Brown to Its Board of Directors   •   American Lending Center Supports Small and Minority-Owned Businesses in Second Round PPP   •   360WiSE MEDiA Helps In Social Justice With Digitally Amplifying The Voice For Social, Economic, and Environmental Change With Th   •   My Eyelab is Now in Michigan: New Store in the Saginaw Area   •   BET to Air Mega Night of Tyler Perry Must-Watch Originals With the Return of “Tyler Perry’s The Oval” and the   •   Health Care of South Florida opens a new office in Broward County   •   Singer-Songwriter Baby Yors Drops Single & Video for Sex-Fueled Dance Anthem "Like A Gun"   •   Feinstein Institutes Awarded More Than $4M to Research Perinatal Depression
Bookmark and Share

Wealth Advisory Launches Firm to Serve Special Needs Families

Wealth Advisory Launches Firm to Serve Special Needs Families

Valiant Partners provides comprehensive financial planning for those caring for loved ones with special needs.

PR Newswire

CARLSBAD, Calif., Jan. 13, 2021 /PRNewswire-PRWeb/ -- Vistica Wealth Advisors, an integrated wealth management firm serving clients across California, announced today the launch of Valiant Partners, an advisory practice dedicated to serving the lifetime planning and financial needs of neurodiverse families. The new practice fills an underserved and growing need in the market. According to a recent study from the Centers for Disease Control and Prevention, 17% of children aged 3-17 years had a developmental disability.    

The founders of Valiant Partners are Dan Vistica, MS-Tax, and Jeff Vistica, CFP®, ChSNC®, AIF®. The Visticas understand the unique challenges confronted by parents of children with developmental impairments.

"For those of us caring for children and loved ones with special needs, our concerns can sometimes feel insurmountable," said co-founder Jeff Vistica. "We worry whether our child will lead a safe and happy life. Perhaps the biggest concern is: 'Who's going to care for my child when I'm gone?'"

In addition to his other qualifications, Jeff Vistica has been designated by The American College of Financial Services as a Chartered Special Needs Consultant®, which provides him with the expertise to help clients plan for the future with honesty, ethics and compassion. Jeff and his team can help clients navigate the unique challenges of estate planning, special needs trusts, life insurance, tax and investment planning, and healthcare issues.

Lily Vistica, a licensed marriage family therapist, helps support clients in finding resources to address the many challenges associated with educating and caring for a child with special needs.

About Valiant Partners

Based in Carlsbad, Calif., Valiant Partners is a specialized wealth advisory firm that provides lifelong planning and peace of mind for families caring for a loved one with special needs. With expertise in financial planning, tax management and evidence-based investing, Valiant Partners understands the challenges neurodiverse families face every day. For more information, please visit http://www.valiantfutures.com.

Media Contact

Kim Cecere, On Point Communications, 4807560458, kim@onpointbrand.com

 

SOURCE Valiant Partners



Back to top
| Back to home page
Video

White House Live Stream
LIVE VIDEO EVERY SATURDAY
alsharpton Rev. Al Sharpton
9 to 11 am EST
jjackson Rev. Jesse Jackson
10 to noon CST


Video

LIVE BROADCASTS
Sounds Make the News ®
WAOK-Urban
Atlanta - WAOK-Urban
KPFA-Progressive
Berkley / San Francisco - KPFA-Progressive
WVON-Urban
Chicago - WVON-Urban
KJLH - Urban
Los Angeles - KJLH - Urban
WKDM-Mandarin Chinese
New York - WKDM-Mandarin Chinese
WADO-Spanish
New York - WADO-Spanish
WBAI - Progressive
New York - WBAI - Progressive
WOL-Urban
Washington - WOL-Urban

Listen to United Natiosns News