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Financial Planning

Personalized Financial Planning for a Life on Your Terms

At The Valletta Group, we believe your financial future isn’t a one-size-fits-all equation, and that’s why everything starts with your unique financial plan. Our process is deeply personal, interactive, and tailored to reflect the details of your life.

A Holistic Approach to Financial Planning

When you partner with us, we’ll help you gain an understanding of your entire financial picture so we can build a strategy that truly works for you.

Your financial plan should encompass every aspect of your financial life. That’s why we take a comprehensive approach, addressing:

Estate Planning
Supporting you in preserving and transferring your wealth efficiently.
Tax Planning

Structuring your finances to help reduce tax burdens.

Education Planning

Strategizing the future for your children or grandchildren.

Retirement Planning

Building a retirement lifestyle and plan where you can thrive on your terms.

Risk Management & Insurance

Offering the right level of protection to you and your loved ones.

A Financial Plan
Designed Around Your Life

No two people are alike, and neither are their financial goals. That’s why our process is highly customized and interactive.

Our approach isn’t transactional—it’s an ongoing conversation. We dig deep to understand every part of your financial world, not just isolated pieces. That’s what allows us to create a financial plan that’s truly aligned with your life, values, and aspirations.

We take the time to learn:

  • What’s important to you?
  • What do you want to achieve financially?
  • What concerns keep you up at night?

What you’ll get

Why work with The Valletta Group?

A Personal Approach

We don’t just provide strategies—we build relationships.

Comprehensive Financial Strategy

We integrate all aspects of your financial life into one cohesive plan.

Ongoing Guidance & Support

Financial planning isn’t a one-time event—it’s an evolving process, and we’re with you every step of the way.

Experienced Financial Planner in Detroit

With deep knowledge of the local landscape, we help Detroit professionals, families, and business owners navigate financial decisions with confidence.

Book A Consultation

Ready to take control of your financial future?

Contact us today to schedule a consultation with a financial planner in Detroit. Let’s start building a plan that works for you.

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Securities offered through LPL Financial, member of FINRA / SiPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of your financial professional on FINRA’s BrokerCheck.
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Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor DBA The Valletta Group. Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com].

The Valletta Group offers its financial services through Stratos Wealth Partners, Ltd., (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”) located in Beachwood, Ohio. The Valletta Group operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at https://www.adviserinfo.sec.gov. A copy of the Stratos’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthpartners.com.

Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos’s web site on the Internet should not be construed by any consumer and/or prospective client as Stratos’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos’ current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to Stratos’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third-parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).

Certain portions of Stratos’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agree, as a condition precedent to his/her/its access to Stratos’ web site, to release and hold harmless Stratos, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stratos.