Shelter Insurance - Erin Valdivia

Planning Legacies Financial Group is a reputable financial services company based in Valparaiso, IN, offering a wide range of insurance and investment solutions. With a team of experienced professionals, they strive to assist individuals in achieving their financial goals through proactive planning and personalized strategies. Specializing in areas such as special needs planning, retirement, estate planning, and wealth preservation, Planning Legacies Financial Group aims to educate clients about the fundamental concepts of financial planning while providing access to market performance data and resources. As a separate entity from Silver Oak Securities, they offer securities and registered investment advisory services to help clients navigate the complexities of the financial landscape.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy