Areas of Service

Our financial advisors design and implement custom-tailored plans for individuals, businesses and institutions in the Mid-South area. Our Building Blocks Process helps clients identify their concerns, determine objectives, and work toward their goals and dreams. Once identified, solutions are explored and an individualized plan is put into place.

 

Comprehensive Financial & Estate Planning

         Cash Flow Analysis & Income Needs

         Retirement Planning

         Savings & Investment Planning

         Insurance Planning

         Charitable/Legacy Planning

         Wills, Trusts and Estate Recommendations

 

Employer Sponsored Retirement Plans

         401(k) Plans

         Profit Sharing Plans

         SEP/SIMPLE IRA Plans

         Cash Balance Plans

 

Asset Management

         Managed Investment Accounts

         Brokerage Accounts

         IRA/Roth IRA Accounts

         Variable/Fixed Annuities

         Mutual Funds/Stocks/Bonds/ETFs

         529 College Savings Plans

 

 

Strategic Business Planning

         Business Succession Planning

         Buy/Sell Arrangements

         Key Person Retention Planning

         Non-Qualified Deferred Compensation Plans

*Business Planning services are not offered through, or supervised by Valmark 

 

Employee Benefits

         Group Health Plans

         Group LTD/STD/Voluntary Benefit Plans

         Group Dental/Vision Plans

         Group Life Plans

*Employee Benefits are not offered through, or supervised by Valmark