Secure Future Advisors is a Member Firm of the Valmark Financial Group, a select group of independent wealth and insurance advisory firms. Valmark provides concierge level support to each Member Firm. As a Valmark Member Firm, we are able to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.
As a collective group, Valmark Member Firms have over $50 billion of life insurance in force. The Valmark Portfolio Management Team directly oversees around $8 billion of assets through Valmark Wealth Solutions and outside managers, managing strategies for both institutions and individual investors. Secure Future Advisors has access to many of the nation’s top financial service providers, products, and services, enabling us to advocate on behalf of our clientswhile maintaining independence. Valmark Securities, Inc., our broker dealer, is a member of FINRA and the SIPC, and is licensed in all 50 states for securities and insurance. It has 100+ independently owned Member Firmsthroughout the United States. Valmark Advisers, Inc., our Registered Investment Advisory firm, is registered with the SEC.
Valmark’s staff are career professionals involved in investment analysis, portfolio management, life insurance and other protection products, medical underwriting, product due diligence and regulatory compliance.
To learn more about Valmark, please visit their website at: https://www.valmarkfg.com/site/
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.