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Blog

Carl Chandler | May 25, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Carl Chandler | May 25, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Carl Chandler | Apr 24, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Carl Chandler | Apr 24, 2023

April is Distracted Drivers Awareness Month

Education
Insurance
Taking your eyes off the road for five seconds is equivalent to driving the length of a football field at 55 mph with your eyes closed! (Source: nhtsa.gov) That
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Contact

209-239-1232
clc@valentineinsurance.com

     

Address

E Yosemite Ave 332
Manteca CA 95336

Business Hours

Monday through Friday 
9:00 AM to 5:00 PM

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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