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WELCOME

Put Your Finances in the Hands of Experts

Team Vale 

Financial Group

Team Vale Financial is a financial services company dedicated to helping middle-income families in the U.S. We believe in the Term Life & Investment philosophy, which tackles two crucial needs: income protection with term life insurance and a sound investment strategy for your future. Our complimentary, confidential, and customized Financial Analysis helps you understand your current financial situation and create a personalized plan to achieve your dreams.  

WHAT SERVICE WE OFFER

DEBT SOLUTION

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Conquer Debt and Breathe Easier: Our Debt Solutions Services

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Feeling buried under a mountain of debt? You're not alone. At Team Vale Financial, we understand the stress and anxiety that comes with overwhelming debt. That's why we offer comprehensive debt solution services designed to help you break free and achieve financial freedom.

FINANCIAL NEEDS ASSESSMENT

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The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that we serves.

TERM LIFE INSURANCE

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Nobody Understands What Families Need for Life Insurance Like Us

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  • Simple, affordable term life insurance

  • Benefit- and feature-rich solutions

  • Your own representative interested in you

  • Up to 70% of face amount terminal illness benefit with waiver of premium with a maximum of $400,000

  • Industry-leading renewal options

  • Family banding

  • Unique custom term solutions

  • Increasing Benefit Rider

INVESTMENT SERVICES

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At Team Vale Financial, we believe everyone deserves the opportunity to build a secure financial future. Our investment services empower you to grow your wealth and achieve your long-term financial goals, whether it's planning for retirement, funding your children's education, or building a dream vacation home.

Easy Medicare

Medical Consultation

Understanding your Medicare options and finding the coverage that best fits you can be confusing.

Fortunately, you don’t have to do it alone!

We’re here to help with a wealth of educational resources and personalized consultations.

PREPAID LEGAL SERVICES

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Our Legal Protection Program (PLPP) can help to protect you against potentially devastating legal problems. PLPP empowers you in the knowledge that a qualified Provider Law Firm is in your corner.

IDENTITY THEFT PROTECTION

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IDTheftDefense helps protect your identity in three ways:

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  • Monitoring your personal information and financial accounts

  • Providing counseling and emergency assistance, if needed

  • Restoring your identity should an identity theft event occur

Vivint

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Get peace of mind at home with Vivint

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We protects your financial assets, while Vivint Smart Home – one of the largest security and smart home companies in North America – protects your home and personal assets, to create more peace of mind than ever before!

BUSINESS OPPORTUNITIES

If you've ever dreamed of having a business, being your own boss, setting your own schedule, and earning income that's based on your own efforts not what an employer says you're worth, then the Team Vale Financial Business Opportunity was built for you.

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Our business opportunity puts YOU in the driver's seat of your own financial future. You'll have the freedom to create a life − and a business − on your own terms. You'll be making a difference in the lives of the people you care about the most, helping families just like yours become educated about their finances and then providing the solutions they need to achieve their goals.

The more good you do in your community, the more your family can benefit.

  • Earn extra money part time each month to

    • Pay down or reduce debts

    • Save for the future

    • Give your kids a better life

  • Maximize your efforts and entrepreneurial spirit to make a full−time career change!

  • Become educated about your own personal finances.

TESTIMONIALS

In the Words of Our Satisfied Clients

"I am very grateful for Team Vale Financial's help in achieving my financial goals. They guided me through every step of the process and made me feel confident in my decisions. I highly recommend their services to anyone looking to improve their financial future!"

David Gomez

"I thought I would never be able to retire comfortably, but Team Vale Financial Group proved me wrong. They helped me create a personalized retirement plan and achieve my goals. They are a real lifesaver!"

Vanessa Gutierrez

My children have always dreamed of going to college, and Team Vale Financial helped us make that dream a reality. They educated us about different financial aid options and guided us through the application process. "We couldn't have done it without them!"

Alex Garcia

Book your free consultation 

On Your Path to Financial Freedom.

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