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Bravery
Loves
Company

Be Successful

Empowering businesses to lead employees to a stronger financial future.


What sets successful businesses and their leaders apart is fearlessness in the face of risks, adversity, and opposition. Employees want to be part of a brave business. They want to be challenged, inspired, and rewarded for their efforts and loyalty. Valiant Retire partners with leading businesses, helping them navigate regulatory and compliance issues for employee benefits. And we help create retirement plans for employees that will let them confidently pursue their professional and personal goals.


COMPANY RETIREMENT SOLUTIONS

Be Purposeful

Valiant Retire was built for businesses like yours, offering a boutique experience and specialized services. We give you the freedom to put all your efforts into advancing your business, knowing your employee’s financial benefits are fully handled. 

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Employee Financial Wellness

Successful employers understand engaged employees have better retention and ultimately are the key to your business’s success.


Employee Financial Wellness

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Investment Fiduciary Services

We offer a range of fiduciary services to help you stay up to speed with increasing regulatory requirements. These include acting as a 3(21) or 3(38) investment fiduciary for your plan.


Investment Fiduciary Services

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Plan Administration & Compliance

As the government continues to push massive tax reform, it’s more important than ever for employers to use a highly skilled and qualified administration firm to keep pace with these changes.


Plan Administration & Compliance

Investment Fiduciary Services and Plan Administration & Compliance Services offered through Valiant Retire, Inc.*


INDIVIDUAL FINANCIAL PLANNING SOLUTIONS​​​

Be Insightful

Whether you’re just starting to save for your future or approaching retirement, we can help. Let us take the mystery out of planning for your goals. We’ll create a path with investing, insurance, estate conservation, and wealth preservation.

Services for Individuals

Before we plan your retirement, let’s understand your risk in 3 minutes...

Be Skillful

Be Skillful

Let our experienced team navigate the gauntlet of service needs and challenges that your retirement program has experienced after the Great Resignation.

Be Resourceful

Experience matters, which is why you need a team of fiduciaries to work for your organization and act as an extension of your Human Resources Department to help simplify options, regulatory hurdles, and industry jargon. We’ll help you implement an industry-leading retirement benefit that fits your business and adds value for your employees.

Our Commitment


Be Impactful

Employers, employees, and individuals are facing more financial challenges than ever and need specialists to help them persevere. Valiant Retire can help guide bold decisions today that will have a positive impact on tomorrow.

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