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Investments

Some of the professionals with our firm are currently registered to conduct securities business through ValMark Securities, Inc., Member FINRA, SIPC, and ValMark Advisers, Inc., a SEC Registered Investment Advisor.

ValMark Securities, Inc. is a national independent broker dealer specializing in equity, investment advisory and risk management products and support services fo rsome the nation’s top echelon of wealth transfer and corporate insurance firms.

Licensed in 50 states for life insurance and securities, the firm has 100 Member Offices (independently-owned) throughout the U.S. ValMark’s corporate offices are located in Akron, Ohio and St. Paul, Minnesota.

The firm serves as an independent insurance buying cooperative for its Member Offices with an estimated $40 billion of in-force life insurance and $12 billion of assets under management with a select group of leading life insurance and investment companies. This combined buying power gives Member Offices preferred access and leverage to negotiate the best arrangements on behalf of their clients.

AFFILIATES: ValMark’s affiliated companies include ValMark Advisers, Inc. a SEC Registered investment Advisor, and Executive Insurance Agency, a Master General Agency for general account life insurance products. ValMark added a FINRA compliant life settlement brokerage division in 2004.

What does ValMark Securities, Inc., offer you?

ValMark Securities, Inc., provides a broad range of products and services from the nation's leading investment companies, thus creating a unique investment portfolio based upon your personal needs. These include:

Mutual funds
Annuities
Variable life
Research
Securities
Advisory services
Retirement plans
Estate planning

What are the benefits?

Most corporations and affluent individuals take a planning approach to long-term financial decisions. However, when it comes to investments, they find that they are left with a transactional approach because investment options are spread among stockbrokers, bankers, and other investment resources. Each of these institutions competes to maximize money under management, but no institution takes responsibility for comprehensive planning. With so much at stake, it may make sense for corporations and affluent individuals to achieve an integrated planning approach, tying various strategies into one comprehensive plan.

ValMark supports this integrated approach in several ways. Because Member Firms advise clients on a wide range of insurance and benefits issues, this allows you to analyze investment decisions in the context of other planning and product decisions. And, because THE GILES FINANCIAL GROUP principals can link client planning data with the firm's access to sophisticated economic, investment, and money management analytical resources, you get a higher level of advice.

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.