Strategic Solutions

Financial Planning

  • Holistic Personal Financial Planning
  • Farm Transition and Estate
  • Equalization Planning
  • Tax Mitigation Planning
  • Estate Planning
  • Gift and Charitable Tax Planning
  • Business Continuity and Succession Planning
  • Exit Planning
  • Key Employee Retention Planning
  • Executive Benefit Planning

Insurance

  • Term and Permanent Life Insurance
  • Corporate Insurance
  • Business Buy / Sell Agreements
  • Key Person Insurance
  • Simplified Life Settlement Auction
  • Disability and Long-Term Care Insurance
  • In Force Policy Review Audits

Investment

  • Managed Accounts
  • Mutual Funds / ETF’s / Stocks / Bonds / Variable Annuities
  • Fixed Annuities / CD’s / Treasuries

Retirement Plan and Account Management

  • 401(k) and Profit Sharing Plan
  • Development and Implementation
  • Cash Balance Pension Plans
  • SIMPLE IRA Plans
  • SEP IRA Plans
  • Traditional IRA
  • ROTH IRA

We look forward to doing great things with you.

About Us

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)