Broker Check

Chad Wilkinson


(888) 958-4979

Valiant corporate clients’ can expect a consultative approach that listens to current operations and develops a plan to provide a comprehensive strategy. That approach results in taking on tasks and responsibilities that may be foreign to plan sponsors, but everyday servicing to Valiant.  Valiant removes the uncertainty of managing the plan within the confines of ERISA. 

While our corporate clients enjoy the peace of mind Valiant brings, their individuals embrace Valiant’s high touch, high tech education program that helps them develop, implement, and monitor a strategy designed to address their individual situation.  We understand the challenges families face today.  From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help employees pursue their goals.