Family Planning
Wealth, Designed With Purpose
Comprehensive planning for every season of your family's life.
Retirement, your children's future, protecting the people who depend on you, and the legacy you'll one day leave — these goals don't arrive one at a time. We bring them into a single, coordinated plan, designed around what matters most to your family.
Most families aren't short on options. They're short on a plan that connects them.
A retirement account from a past employer. A life insurance policy bought years ago. A will drafted when the kids were small. Savings spread across a few accounts, and a long list of someday goals. Each decision was made on its own — and none of them are talking to each other.
That's the work we do. Valeris brings the whole picture together: one team, one plan, every decision considered in the context of your real life. We start by getting to know you — your family, your priorities, and what you're working toward — and then we design around it.
What this means for you is a clearer path, fewer worries about whether you're on track, and a plan that adapts as your family grows and changes.
The Scope of Our Planning
One plan. Every part of your financial life.
Comprehensive planning means nothing is considered in isolation. We bring these areas together into a single, coordinated strategy built around your family's priorities.
Retirement Planning
Design a clear path to the retirement you want — and a strategy to turn your savings into income that lasts.
Investment Strategy
Build a long-term investment approach matched to your goals, your timeline, and how you feel about risk.
Education & College Funding
Plan and save for your children's or grandchildren's education with strategies suited to your timeline.
Tax Planning & Strategy
Coordinate everyday and long-term decisions to manage what you keep, in partnership with your tax professionals.
Insurance & Protection
Help protect your family's income and the people who depend on you against life's unexpected turns.
Estate Planning & Legacy
Carry your wishes and your legacy forward — established in coordination with qualified legal counsel.
Charitable Giving
Give with intention and structure, in a way that reflects your values and the causes you care about.
How We Work
A deliberate, unhurried process.
Good planning isn't rushed. We move through a structured sequence so you understand every option before any decision is made — and nothing is implemented without your direction.
Data Gathering
We build the full picture — your accounts, income, savings, and obligations — so we're working from facts, not assumptions.
Values & Goals
We clarify what matters most to you and your family, and what you're truly working toward.
Education
We make sure you understand the strategies and trade-offs in plain terms before any decision is on the table.
Plan Construction
We design the coordinated plan across every area — built specifically to your family's situation.
Dress Rehearsal
We walk through the complete plan together, refining it before anything is set in motion.
Implementation
We put the plan into action — step by step, and only with your written go-ahead.
Ongoing Advisory
We meet, monitor, and adjust as your life and family change — because a plan is a relationship, not a one-time document.
Who We Serve
For families at every stage of the journey.
Wherever you are right now, thoughtful planning helps you move toward what's next with clarity and confidence.
Growing Families
Balancing today's needs with tomorrow's goals — building savings, planning for education, and protecting your family's income.
Approaching Retirement
The decade that matters most. We help you turn a lifetime of saving into a retirement plan you can count on.
Living & Leaving a Legacy
Making the most of retirement, caring for aging parents, and passing on both your values and your assets to the next generation.
Let's Begin
Let's design what's next, together.
The first conversation is simply about understanding your family's situation and your goals — no pressure, no obligation. We'd be glad to listen.
Start the ConversationValeris Wealth Designs | Wealth, Designed with Purpose.
Platte City, MO & Kansas City, KS · valeriswealth.com
Jim Friddell and Josh Fuller are Financial Planners with, and offer securities and investment advisory services through, LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Insurance products are offered through LPL or its licensed affiliates.
Investing involves risk, including the possible loss of principal. No strategy assures success or protects against loss. This material is for general information only and is not intended to provide specific tax or legal advice. Estate planning services are provided in coordination with qualified legal counsel; please consult your attorney and tax professional regarding your individual situation.
The LPL Enterprise 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.
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