​Ron Valentine & ​Rob Simons

Federal Benefits Specialists

Valentine Federal Benefits

944 E. Gordon Avenue 
Layton, UT 84040
Office: (801)444-3710 
Mobile: (801) 205-7802

Email: [email protected]
Website: www.the-tax-coach.com

Services Provided In The States Of: Utah, Texas, and Arizona

Ron's team spent nine long years working as a Government auditor and has been an expert in that field for the last 15 years. In addition to retirement planning, their background in the following subjects makes their team a valuable resource to the clients they serve:

• 401k/TSP/IRA Rollover Planning
• Social Security Maximization
• Tax Planning
• Estate Planning 
• Tax-Free Income Planning
• Tax-Free Wealth Transfer 
• Balanced Financial Portfolio Management 
• Final Expense Planning 

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The Valentine team takes pride in helping their clients on a wide array of topics, but are a resource to help people year-over-year as their situation grows/changes. Reach out today for a FREE Federal Benefits Kit that shows what your transition into retirement will look like! 

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FREE BENEFITS PROTECTION KIT 

Our Federal Employee Benefits Protection Kit is built to provide you the essentials steps and information to ensure your retirement is protected and that you are getting the most out of your benefits! The kit will include the following: 

• 2020 Tax & Contribution Guide 
• 5 Things You Should Consider Before Claiming Social Security 
• Retirement Income Worksheet 
• Customized Retirement Analyzer Plan 

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