Wealth Management

Focused Planning™

Valmark’s unique Focused Planning modules provide a deeper dive into many familiar planning concepts that can be used in concert with a comprehensive financial plan, or as a standalone client discussion tool. The various modules shed light on the quantitative information relevant to unique planning opportunities including income claiming strategies, tax optimized savings, long term care, survivor needs analysis, and more.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
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