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About Us

Our Primary Purpose

Our reason for starting Valiant Retire was watching employers struggle to implement and maintain an efficient retirement program, which resulted in increased liability with poor employee perception and participation. Valiant employers don’t worry about their retirement plan and participants are happy!

Our mission is to provide a trusted partner to organizations and participants by acting as an extension of their organization while fulfilling their fiduciary requirements. 

Our 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 employees embrace Valiant’s high-touch, high-tech education program. This program 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 to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help employees pursue their financial goals. 

Our Primary Purpose

Our Team Approach Adds Perspective To All We Do And Provides Increased Benefits To Our Clients


We at Valiant want you to feel confident you have the right retirement plan to provide you with financial security once you stop working. We work as a team to help you, having found that a team approach can be an effective method to help you accomplish your goals.

We invite you to discover and experience the power of our services. We believe you receive far-reaching benefits from getting opinions from several sources with diverse backgrounds, education, and experience on handling items such as:

Company Retirement Solutions

  • Sponsoring a retirement plan for employees
  • Engaging employees with a financial wellness program
  • Keeping retirement plan in compliance with government regulations
  • Getting help with fiduciary responsibilities
  • Getting help with retirement plan administration

Individual Services

  • Paying off college debt
  • Affording to buy a home
  • Saving for children’s education
  • Saving for a dream vacation
  • Saving enough for a comfortable retirement

Recognizing that organizations and their employees are all unique, we listen and strive to address challenges as they occur.

We invite you to check out all the material on our website. If something prompts a question, feel free to send us a quick email or call our office. Or, simply use the easy form below.

We look forward to talking with you.

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