Brandon Lavalley

WORK HISTORY

EDUCATION

ABOUT BRANDON LAVALLEY

Targeted Wealth Solutions is a veteran owned and operated financial advisory firm specializing in financial planning and wealth management for military/veterans, business owners and service-oriented professionals. Individual Clients ⊙ Budgeting & debt management. ⊙ Investment solutions aligned with your personal risk tolerance and savings goals. ⊙ Risk management and insurance (we do not sell insurance or any other products). ⊙ Retirement planning; choosing a plan, investments, roll-overs, and consolidation. ⊙ Understanding and utilizing employee benefits. ⊙ Tax & Estate planning. Business Clients ⊙ Custom defined contribution and defined benefit plan design and management. ⊙ Participant and plan sponsor education. ⊙ Investment recommendations in either a fiduciary or non-fiduciary capacity. ⊙ Succession planning. I graduated with honors from the United States Air Force Academy and then attended pilot training. I have had various flying assignments to include instructing in the T-37, T-6, AT-38, and I have over 100 combat missions in the F-16. I was awarded a full academic scholarship to attend The College for Financial Planning where I graduated with a Master’s of Science degree in Financial Planning. I have completed all of the CFP® Board academic requirements and hold the Master Planner Advanced Studies (MPAS®) professional certification. The Air Force taught me leadership, how to be an instructor, and developed my critical thinking skills to solve complex problems. Today I bring those skills to Targeted Wealth Solutions where we solve your financial concerns so you can focus on the things you love. To learn more about Targeted Wealth Solutions please visit our website: targetedwealthsolutions.com