facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Innovative Financial Tools

Planning Processes

Our firm’s core unique process is called the “Secure Future Advisor Process”.  We are looking to cultivate a relationship built on mutual respect with someone who is open to guidance and coaching, someone we describe as our Right-Fit Client  

Please take a few minutes to view the video to better understand our culture and planning philosophy.

Step One: The Candid Conversion

Step Two: The Evaluation Snapshot

Step Three: The Clear Direction

Step Four: The Implementation Road Map

Step Five: The Stewardship Review

Advisory services offered through Valmark Advisers, Inc., A SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. 130 Springside Dr., Ste. 300, Akron, Ohio 44333. 800-765-5201. Secure Future Advisors, LLC and Secure Future Tax Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc

Depending on your objectives and stage of life, below you will find our unique processes to help you build a more secure future: