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Value Financial Services Insurance Services Irving, TX US
Insurance Services

Value Financial Services

Tax Planning & Services for Individuals & Corporations, Book Keeping, Payroll and many more..
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  • call, 512-515-9579 (Pin: 20001), 770-501-6961 (Pin: 72336)

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miscellaneous_services Service Offered
Financial & Legal Services,  Insurance Services,  Health Insurance

Overview of Value Financial Services

  • Experience

    15 Years

  • Business owner name

    Tirumala Reddy Kumbum(Thiru)

  • Contact name

    Tirumala Reddy Kumbum

Services Offered by Value Financial Services
Areas Served in US by Value Financial Services
Areas Served by Value Financial Services
  • Winnipeg, MB
  • Vancouver, BC
  • Toronto, ON
  • Montreal, QC
  • Calgary, AB

Key Business Information of Value Financial Services

Languages Known
  • English
  • English
Mode of Payment
  • American Express Credit Card
  • Master Card
  • Visa Card
  • Debit Cards
  • Diners Club Card
  • Paypal
  • Credit Card
  • American Express Credit Card
  • Master Card
  • Visa Card
  • Debit Cards
  • Diners Club Card
  • Paypal
  • Credit Card

About Value Financial Services

VTS has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VTS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VTS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future.

Service Details

  • Creating a Trust

A trust is created when one person (the trustor or grantor) transfers assets to another person or a corporation (the trustee) to be held for the benefit of himself or others (the beneficiaries). Generally, it is a good idea to establish a trust if you have children or significant assets.

    • Establishing an Estate Plan

    A properly designed and executed estate plan can ensure that your assets and desires are carried out upon your departure. We can help you understand the legal and tax requirements of transferring wealth.

      • Estate Planning (Will & Trust)

      Individuals put off estate planning because they think they don’t have enough assets. Your estate is comprised of everything you own. No matter how large or modest, everyone has an estate that should be protected.

        • Financial Planning

        A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services, and you’ll get nothing less from us.

          • Tax Diversification

          There are several ways to develop a tax efficient investment strategy in order to create more flexibility in managing your taxes now and when you are ready to retire. Your money can be held in three different types of accounts and they are all taxed differently. Our tax planning services include asset diversification into these three accounts in order to create the highest after-tax net retirement income.

            • Tax Planning

            Reducing taxes is an essential piece in preserving your retirement plan. Tax laws can be confusing, and little mistakes lead to larger tax issues. Each year millions of people overpay in taxes without even knowing it, leading to a lower retirement income. Our financial planners offer retirement tax consulting that pays critical attention to tax liability during every step of your financial planning process to minimize problems and maximize tax deductions.

              • Tax-Loss Harvesting

              Tax-Loss Harvesting is a strategy our financial planners use to turn money lost from an investment into a profitable opportunity. Our tax planners use the capital losses that inevitably occur to reduce your tax bill. You don’t truly have a gain or a loss on any asset until you sell it. When the asset is sold we are able to use that capital loss to offset your capital gains and income tax. The investment can then be replaced, or harvested, with a similar investment in order to maintain proper balance and diversification within your portfolio.

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                Review for Value Financial Services in Irving, TX

                • 5/5
                Based on
                • 5 Ratings
                • 4 reviews
                Write Review
                L

                Rated 5.0 Best Financial Services in Irving US.

                B

                Rated 5.0 Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

                v

                Rated 5.0 Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

                v

                Rated 5.0 Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

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                Frequently Asked Questions - Value Financial Services

                    • 1. What is a living will?

                      A living will allows a person to make a decision during his or her lifetime not to be kept alive on death-delaying devices, in the event his or her condition is considered terminal. A living will is a personal decision made by an individual. Once the living will is signed and properly witnessed, copies of the document should be distributed to the person's family physician and any other attending or treating physicians. By law, a physician or hospital is to keep this document with your medical records.

                      • 2. What is a living trust?

                        A living trust is an alternative to probate. This document places all of the assets that you own during your lifetime into a revocable trust. A living trust can be changed, amended or terminated in whole or in part by the individual at any time, provided he or she is of sound mind. Under a living trust, you can be named as your own trustee for your own property. Upon your disability during your lifetime, you can name a successor trustee to manage your assets and pay your debts. Upon your death, you can name a successor trustee to ensure that your assets are distributed as you so designate in your living trust.

                        • 3. Does everyone need a living trust?

                          No. There is no need to establish a living trust during your lifetime if you do not have that many assets or the total value of your estate is less than $100,000. If the only asset you own is a piece of real estate, a land trust for real estate can be drafted at a lower cost to you than a living trust.

                          • 4. What is a health care power of attorney?

                            A health care power of attorney is drafted and signed by you during your lifetime. You give power to an individual named in your health care power of attorney to act on your behalf if you do not wish to be kept alive on life-sustaining devices such as a food tube or intravenous.

                            • 5. What is a durable power of attorney?

                              A durable power of attorney is signed by you during your lifetime and gives power to an individual whom you name to act on your behalf for financial purposes. It is effective only upon your being declared by a doctor to be incapable of managing your finances. It is important to have a durable power of attorney, especially if you are single, widowed or divorced so that someone can write checks on your checking account, take money out of your 401(k) or savings account, or otherwise sell your assets to pay your bills and to obtain and pay for your medical care and the needs of your family.

                              • 6. What is financial planning?

                                Financial Planning is a process that develops a plan for budgeting, taxes, retirement, education, insurance, and estate needs, which meets one's needs and goals. Following an initial meeting to establish your financial concerns and future goals, your financial data is gathered and analyzed to determine your financial situation. A financial plan is then developed as a recommendation of how best to meet your goals, taking into account your current financial situation.

                                • 7. What is a financial planner?

                                  An individual who assists you in developing and implementing a financial plan and investment strategy.

                                  • 8. What are the benefits of working with a financial planner?

                                    As mentioned above, there are numerous benefits to working with a financial planner to help create your financial planning road map. One of the key benefits is that a well constructed, implemented and monitored financial plan may allow you to reach financial independence quicker than if no plan of action was formulated. For many clients, financial independence gives them the ability to stop regular employment knowing they have sufficient retirement income to maintain their desired lifestyle for the rest of their life and provide for their loved ones after their death.

                                    • 9. How do I determine my long-term financial goals?

                                      Your goals might include early retirement, travel, vacation home, or building a family business. FSM will lead you through a process to help you determine your goals and to prioritize them as necessary. FSM will help you to meet your goals, by creating a customized financial plan, strategic investing and tax planning. As your life changes, your goals may too. FSM will continue to work with you in identifying changes to your goals and updating your plan.

                                      • 10. How often will my financial plan be reviewed?

                                        FSM suggests two in-person reviews per year or more as needed. At each meeting, we will discuss and evaluate any changes in your life, and make proper adjustments to your plan. We will also review your goals and how you are progressing towards those goals.

                                        • 11. What is included in our financial planning services?

                                          At FSM our goal is to help you define, understand, and prioritize a financial plan that relates to your own values and goals. Additionally, we will make recommendations regarding retirement, tax planning, investment analysis, cash management, estate and insurance planning to help you make the best possible decisions for your financial future. We strive to assist with all financial questions, including can you afford a new home, should you purchase or lease a car, how much money should you lend to your kids, etc.

                                          • 12. What is the difference between financial planning and wealth management?

                                            A: Financial planning is the development of a plan for evaluating a client�s current financial situation, identifying areas of need, and planning for future life events. Wealth management is a comprehensive approach that focuses specifically on higher net worth individuals including advice on investment management, estate planning, asset protection, and private banking. Our wealth management approach is driven by the desire to provide the highest level of client service.

                                            • 13. What is life insurance and why do I need it?

                                              Nature is unpredictable in its ways. A death in a family is not only an emotional loss but a financial loss too. The family is deprived of the income of the deceased and this might hamper the lifestyle, mortgage, and education of the family members. To make up for the loss an insurance policy buyer goes for an insurance policy that varies depending on his age, income, and things he would like to cover like basic living expenses, replacement of lost income, retirement savings, child�s education, payment of debts, estate taxes, and funeral expenses. The policy buyer makes periodic payments called premiums depending on the type of policy his opts for. The life insurance company, in turn, promises to pay a sum of money to his nominated beneficiaries at the time of his death. The premium amount is fixed based on his/hers age, medical history, gender, and the dollar amount of the life insurance policy purchased.

                                              • 14. What are the advantages of purchasing life insurance through work?

                                                There are several advantages to purchasing life insurance through work. The first and foremost would be getting insurance at competitive group rates. Your premiums are deducted automatically and conveniently from your payroll. Your employer would have reviewed and selected the best plan. Purchasing life insurance through work will save you from taking a medical exam or answering complex questions. Finally, as you are part of the group you would just have to sign up or get enrolled automatically.

                                                • 15. What are the tax advantages of life insurance?

                                                  Life insurance helps you to build cash that you can withdraw before your death or take a loan on. Generally, income-tax is not levied on the insurance amount received by your beneficiaries as long as the policy is in effect. Loans and withdrawals on the life insurance policy will reduce the cash value and death benefit.

                                                  • 16. What is a Certified College Planning Specialist?

                                                    A college planning specialist helps counsels you on the college-funding of an individual or a child. The specialist�s objective is to help you to plan for your child�s/children�s college education taking into consideration your lifestyle, source of income, your retirement plans etc.

                                                    • 17. We make too much money and won�t qualify for financial aid. What type of planning can you do for us?

                                                      Most of the families qualify for little or no �need-based� financial aid. Our expert solution is to create a plan that has a combination of tax-efficient strategies and academic student positioning i.e., free merit aid. Many families assume that they would not qualify for financial aid without analyzing the whole picture. Many clients are in fact surprised when they qualify because of their children studying in expensive colleges at the same time.

                Value Financial Services in Irving, TX

                Value Financial Services, located in the heart of Irving, TX, is a leading provider of comprehensive insurance services. Our primary mission is to help individuals and families secure their future with top-tier insurance policies and financial planning services.

                Mission

                Our mission is to provide exceptional financial services that empower individuals and families to achieve financial security and peace of mind. We are dedicated to serving our clients with integrity, professionalism, and a personal touch that makes every client feel valued and well-served.

                Expertise

                With years of experience in the industry, our team possesses an in-depth understanding of the insurance market. We leverage our expertise to guide our clients through the complexities of financial planning and insurance selection, ensuring that each client receives the best coverage to meet their specific needs and goals.

                Why Choose Value Financial Services in Irving, TX?

                Customized Solutions:

                We offer personalized insurance solutions tailored to fit the unique needs and financial circumstances of each client.

                Expert:

                Our team comprises seasoned financial advisors and insurance experts who are committed to providing clients with knowledgeable and reliable services.

                Credential:

                Value Financial Services is a fully licensed and insured provider, ensuring you receive professional and compliant assistance in all your insurance and financial planning needs.

                Awards:

                We are proud to have been recognized with numerous industry awards for our outstanding service and commitment to our clients' financial well-being.

                Recognition:

                Value Financial Services has earned a reputation for top-quality service, recognized by both clients and industry professionals alike.

                Comprehensive Services:

                We provide a full suite of insurance services, including Health Insurance, Life Insurance, Retirement Insurance Planning, Medicare Insurance, and Medicare Advisors.

                Client Satisfaction:

                At Value Financial Services, client satisfaction is our top priority. We strive to exceed expectations with our dedicated service and professional expertise.

                Services Offered

                • Health Insurance
                • Life Insurance
                • Retirement Insurance Planning
                • Medicare Insurance
                • Medicare Advisors

                Contact Value Financial Services in Irving, TX

                Don't wait to secure your financial future. Contact Value Financial Services today, and let us help you take the first step toward peace of mind and financial security.

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                2681 MacArthur Blvd suite 204, Lewisville, TX 75067, USA

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