We help busy,
successful people
coordinate their
planning.
At Coordinated Planning, we help you
coordinate the different elements of
your business, estate, life insurance,
and charitable planning.
Our clients are busy and successful. They do not lack sources for advice, including accountants, attorneys, stock brokers, insurance agents, and others. However, that advice is often singular and lacks effective advisor interaction, or is outdated.
Our approach is different. We actively serve as a catalyst in suggesting reviews. Most importantly, we interact with your other advisors so that your planning is vetted and coordinated without regard to who’s in the spotlight.
Please explore our services for more information on what we do:
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through Valmark Securities, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Adviser. Coordinated Planning is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Please review the Customer Relationship Summary (Form CRS Link)