Home

About Us

	Corporate Profile
	Our Associates
	Services
	Insurance
	Benefits
	Investments
	Our Location
	Privacy Policy
	Access my account or policy
	Tell A Friend

Learning Center

	Articles
	Calculators
	Newsletters
	Glossary

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Benefits

Corporate decision makers often must rely on a diverse team of independent advisors to guide them through the complex maze of benefit strategies, products, services, and compliance issues. The Giles Financial Group can help you select the benefit strategies, products and services that are right for you. Through the Corporate Benefits Department, we have the resources to coordinate all of the benefits needs of you and your company.

Helping you improve business performance.

Working with a carefully assembled nucleus of Corporate Benefits carriers with diverse product and manufacturing strengths we can provide you with enhanced services and products.

Our benefits carriers have created specialized resource units designated for The Giles Financial Group. These resource units include experts in tax, legal, and plan design strategies. These professionals work with us to develop products to meet your needs.
Products and services you can receive include:

Medical/Stop Loss
Qualified Retirement Plan
Dental
Vision
Life
Short and Long Term Disability
Individual, Executive and Group Qualified LTC
Critical Illness
Voluntary Benefits
Employee Assistance Programs
HR Consulting
Organizational Development

Creating a single source solution, The Giles Financial Group also specialize in cafeteria, flex and 401(k) administration, COBRA compliance administration, HR consulting, benefits communication, and enrollment.

To find out more about our national benefits presence please click here.

Executive Benefits

Your company's most important asset is its key talent. Finding ways to reward, retain, and recruit key executives is an ongoing challenge. The Giles Financial Group can provide you with a number of executive solutions in the following areas:

Non-qualified Deferred Compensation plans
Supplemental Executive Retirement plans
Group Term Carve-out programs
Split-Dollar plans
Long Term Care programs
Supplemental Disability plans
Compensation Consulting

Our centralized support gives us the tools and resources needed to guide you through the design, implementation, funding analysis, and ongoing administration of your executive benefit program. We have leveraged our institutional purchasing power to develop key relationships with product manufacturers so we can influence the design of unique products to meet your needs.

Technology Services

The Giles Financial Group provides technology strategies that transform the delivery of HR services to your managers and employees, while leveraging the value of your corporate HR and benefits information.

Through customized and secure Websites, your employees can access benefit information and can carry out tasks, such as benefit enrollment, medical plan comparisons, and employee benefits surveys. We help your HR Department by focusing on strategies that support vital business issues, such as the acquisition and retention of your company's most vital asset--its people.

Value

Because of our broad understanding of the corporate benefit planning process, The Giles Financial Group serves as valuable resources to you and your company. Our firm brings problem-solving expertise with a unique collection of skills, ideas, industry experience, and technological resources to manage your business risks and help you define your organization's needs and expectations. We continuously measure performance according to these standards.

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431* 1-800-765-5201. The Giles Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. ValMark Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is ValMark Securities, Inc. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements. The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.

Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as a financial planner.