Helping You To
Discover Your #1 Retirement Mistake
Planning for Your Next Chapter
When all of your time – and how to fill it – is up to you, you have a lot of priorities to juggle. Travel. Relationships. Hobbies. Volunteering. However you plan to spend your time in retirement, there are a lot of factors to consider, not least of which is how you will fund these goals and dreams.
You deserve a financial strategy to support your priorities, whatever they are. At Palante Wealth Advisors, we build comprehensive financial strategies that put you at the center. We bring together your past, present, and future financial data to coordinate a plan that maps out your needs and how to solve for them.
Get started today with a personal wealth strategy from our team to fund your next great adventure.
We can assist you in the following areas:
Meet Victor Medina
Victor Medina has more than a decade of experience helping individuals and families prepare for retirement. As an investment advisor representative and licensed insurance producer, he founded his independent financial firm on the principals that retirement strategies should be comprehensive, bringing together all components of a person’s financial life.
Victor Medina is proud of his team’s reputation for finding innovative strategies to help retirees keep more of what they’ve saved.