Valentine Wealth Management

08/12/2026

08/06/2026

You’re Invited to the Living Well & Planning Ahead Senior Expo!

Join us for an informative and engaging day designed to help you and your loved ones plan confidently for the future.

🗓 Wednesday, September 2nd
🕙 Senior Expo: 10:00 AM – 2:00 PM
🎤 FREE Educational Seminar & Lunch: 11:30 AM – 12:30 PM
📍 Autumn Trace Senior Communities 1409 N. Ewing St., Seymour, IN

Hear from local experts:
• Luke Nolting – Spurgeon Funeral Home
• Blake Reed – Voelz, Reed & Mount, LLC
• Logan Valentine – Valentine Wealth Management

Browse local senior resources, ask questions, and connect with professionals who can help you navigate important decisions regarding estate planning, financial planning, funeral pre-planning, healthcare, and more.

✅ Complimentary lunch provided during the seminar
✅ No registration required

We look forward to seeing you there!
For questions, contact Luke Nolting at 812-358-2252 or [email protected]
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Autumn Trace Senior Communities - Seymour
Voelz, Reed, & Mount, LLC
Spurgeon Funeral Home
Healthy Jackson County
Jackson County Public Library
Interim HealthCare
Thrive Alliance
Rehab Medical
Ascension at Home
Covered Bridge Health Campus
Schneck Medical Center

Achieve your goals with proactive planning from Financial Advisors at Valentine Wealth Management. Our team offers tailored financial plans and investment management services in Seymour and virtually Nationwide.

03/26/2026

Logan was fortunate to be a guest on the Only Fee Only Podcast with BC Brokerage. If you are interested to learn more about what we do, this podcast covers a lot of really important topics on how Valentine Wealth Management and other Fee-Only Firms function.

Apple Podcasts:
https://podcasts.apple.com/us/podcast/153-going-all-in-how-logan-valentine-built-his-ria/id1614506411?i=1000757517876

Spotify:
https://open.spotify.com/episode/0O55uhUmrX3nzoyj2aIaQb?si=a4775bb2373843dd

Only Fee-Only · Episode

03/23/2026

We’re excited to officially introduce Ben Kuhlman, RICP® as a Lead Wealth Advisor at Valentine Wealth Management. Ben grew up in the local area and holds degrees in Finance and Economics from Purdue University. (We're now an office divided!)

Ben has already made a meaningful impact bringing a thoughtful, client-first approach to financial planning and a genuine passion for helping individuals and families to make confident financial decisions.

Ben specializes in retirement income planning and comprehensive financial planning, and he shares our belief that the best financial plans are built around each client’s unique goals, values, and long-term vision.

We’re excited for our clients (and future clients) to work with him.

If you’ve been considering getting a second opinion or want to build a more coordinated financial plan, now is a great time to connect.

👉 Schedule a discovery meeting to see if it’s a good fit. https://calendly.com/ben-valentinewm/discovery-meeting

03/19/2026

Experience SPARK Shop coworking before the grand opening SPARK Shop in Seymour, Indiana!

Seymour Main Street office 
200 W Second St, Seymour
Friday, March 27
9:30 am - 4:30 pm
Open to the public

We'll be handing out FREE Day Passes & sharing early details about SPARK Shop memberships ahead of the opening! Jackson County Chamber

03/13/2026

We have received 7 tax returns for 2025 from clients so far, and below is a list of issues that we have found so far. 📜 🔍

1. Client was told they owe over $5k on Federal. Upon review, our analysis was within $300 of Federal Tax Liability projected. The difference was withholding, our client didn't provide a copy of the Q1 quarterly payment they made last Spring, and we had a confirmation on file for them. ✅

2. Client was told they owe $1,800 in State/Local Tax. We reviewed and their preparer just missed their local withholding for the entire year from the W2 right in front of them. Client ended up getting $800 back. ✅

3. CPA told clients they owed ~$4k Federal. We reviewed and found that backdoor Roth Conversion and recharacterizations were reported incorrectly. After fixing, client ended up with a small refund. ✅

4. New client from this month was itemizing taxes on return we reviewed, but no charitable giving was included in their filing because they didn't think it mattered and the CPA didn't ask. Reporting and refiling increased that deduction by over $10k. ✅

5. Client return has no depreciation for multiple barns on property separate from the home that the preparer just assumed was land only. That depreciation will help offset passive rental income from other properties. ✅

Everyday people don't know what to provide for their taxes and most tax preparers are trying to complete as many returns as possible as fast as they can because it is transactional. 🙃 The nature of that relationship is ripe for massive errors that cost you thousands. We stay on top of this for every client every year to ensure accuracy on the planning that we did the year before. 🤝

*Results are not guaranteed for all clients.*

12/01/2025

⏳ 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐖𝐢𝐧𝐝𝐨𝐰 𝐈𝐬 𝐂𝐥𝐨𝐬𝐢𝐧𝐠 𝐅𝐚𝐬𝐭

If you want to reduce your 2025 tax bill, the time to act is right now. Many of the most impactful strategies - retirement contributions, charitable planning, business deductions, and investment tax moves must be executed before December 31st to count. 𝐃𝐨𝐧’𝐭 𝐥𝐞𝐚𝐯𝐞 𝐦𝐨𝐧𝐞𝐲 𝐨𝐧 𝐭𝐡𝐞 𝐭𝐚𝐛𝐥𝐞.

If you’re a business owner, real estate investor, or high-income earner, proactive planning could make a meaningful difference.

📌 I’m currently taking on a limited number of new clients for year-end reviews. Send a message or book a call to lock in your planning before time runs out.

Achieve your goals with proactive planning from Financial Advisors at Valentine Wealth Management. Our team offers tailored financial plans and investment management services in Seymour and virtually Nationwide.

11/28/2025

📌 𝐖𝐞’𝐫𝐞 𝐇𝐢𝐫𝐢𝐧𝐠! - 𝐋𝐞𝐚𝐝 𝐖𝐞𝐚𝐥𝐭𝐡 𝐀𝐝𝐯𝐢𝐬𝐨𝐫
𝐂𝐨𝐦𝐩𝐚𝐧𝐲: Valentine Wealth Management
𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: Hybrid/Remote
𝐓𝐲𝐩𝐞: Full-Time, Salaried

𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐨𝐥𝐞
Valentine Wealth Management is seeking a Lead Wealth Advisor (CFP® required) to manage client relationships, deliver comprehensive planning, and grow a high-quality book of business. This role offers a clear 5-year earning trajectory of $300,000+, unlimited time off, and the opportunity to help shape a rapidly growing firm.

𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨
• Serve as primary advisor for a client base
• Deliver advanced planning and investment guidance
• Handle all client communication and service
• Grow and manage your own book of long-term clients
• Maintain fiduciary standards and compliance

𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬
• CFP® required
• 2–5 years of wealth management experience
• Deep understanding of tax planning and financial planning strategies
• Excellent communication and relationship skills

𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 & 𝐏𝐞𝐫𝐤𝐬
• Salaried position with initial base pay
• Clear Salary Path to $300K+ in 5 years at 60% of Managed
Revenue
• Growth supplemented through firm provided leads
• Unlimited time off
• Monthly business development and mileage budgets
• A collaborative, mission-driven, high-integrity culture

𝐅𝐮𝐥𝐥 𝐃𝐞𝐭𝐚𝐢𝐥𝐬:

Careers with Valentine Wealth Management