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Greg Lawrence

Greg Lawrence

Valor Wealth Management
Wealth Manager
Jefferson County, AL

About Me

Valor Wealth Management is a member of the Estate Planning Team (EPT). EPT is a team of professionals trained in the principles and strategies of business planning and wealth succession planning of the Deferred Sales Trust. EPT is a professional group of highly trained advisors comprised of top tax attorneys and advisors committed to assisting clients with business transitions. The Deferred Sales Trust is a tax-deferred strategy under IRS rule 453. Over the next twenty years it is estimated that 20 trillion dollars will transition to the next generation in the United Sates. Many of these individuals want to minimize their potential tax liability by deferring tax, the Estate Planning Team believes that we engineer the liability as well as increase income for the beneficiary. According to Pew Research Center, roughly 10,000 baby boomers will turn 65 every day for the next 15 years. Our goal is to establish professional relationships by developing solutions that solve business and estate transfer situations. The Estate planning Team (EPT) is comprised of experts in multiple disciplines focused on developing viable solutions for all of our clients. EPT membership consists of C.P.As, tax professionals, tax attorneys, real estate professionals and investment professionals. We believe in a tactical approach to preserving and growing wealth, building a business and/or planning for retirement. We have yet to meet an investor who enjoys the rollercoaster experience associated with a "buy and hope" investment strategy. We work with individuals as well as private and corporate clients. It is our belief that an effective wealth management strategy should include 3 key foundational elements: financial planning, healthcare expense mitigation and estate planning. Whether you are in the middle of your career, approaching retirement or already relaxing on the beach, we assure you that together we can make a significantly positive impact on your future and the legacy you leave to future generations.


Apparel and Accessory Stores, Automotive Dealers, Bars/Taverns, Blding Mat., Hardware, Garden, Convenience Stores, Florists, Gasoline Service Stations, General Merchandise Stores, Home Furniture & Furnishings, Liquor Stores, Marine Dealers & Equipment, Miscellaneous Retail, Other Eating & Drinking Places, Other Food Stores, Pet Shops & Supplies, Restaurants, Supermarkets, Vending Machines, Agents & Brokers, Amusement & Recreation, Auto Repair, Parts & Services, Beauty Salons, Barber Shops, Computer & Software Services, Drycleaning/Laundry Services, Educational Services, Engineering & Accounting Svcs, Finance, Banking, Loans, etc., Freight, Moving/Delivery, Health, Medical & Dental, Hotels & Other Lodging Places, Landscaping & Yard Services, Legal Services, Marine Repair, Parts & Services, Membership Organizations, Miscellaneous Repair Services, Miscellaneous Services, Motion Pictures, Museums, Art Galleries, Zoos, Other Business Services, Other Personal Services, Other Travel & Transportation, Passenger Transportation, Pet Care & Grooming, Social Services, Storage & Warehousing, Travel Agencies, Business Services (B2B), Consumer Services (B2C), Domain Name/Basic Site, General Internet, ISP/ASP Services, Software, Web Design/Tech Services, Apparel & finished fabrics, Chemicals & Allied Products, Electronic & Electrical Equip., Fabricated Metal Products, Food and Kindred Products, Furniture and Fixtures, Industrial & Comm. Machinery, Leather and Leather Products, Lumber and Wood Products, Measuring & Analyzing Instr., Miscellaneous Manufacturing, Paper & Allied Products, Petroleum Refining, Primary Metal Industries, Printing, Publishing, Rubber and Plastic Products, Stone, Clay, Glass, Concrete, Textile Mill Products, Tobacco Products, Transportation Equipment, Durable Goods, Nondurable Goods, Building, Heavy, Special Trades, For Sale

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