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Click to see samples of seven planning tools that can achieve more than half of the 50 goals reflected by "Your Purpose" below:
Charitable Remainder TrustComprehensive PlanEmployee Stock Ownership ProgramGrantor Deemed Owner TrustQualified Plan StrategySuper CLATThe Optimized Portfolio System
 
Exchange Traded Fund System


1
 Thomas and Virginia engage a ValMark Adviser to assist them in developing an investment plan.
2
 The Adviser Representative assists the client in developing an Investment Policy Statement, determining their goals and objectives and guiding them in their asset allocation choices.
3
 The Investment Adviser provides Your ValMark Advisers with all necessary documentation.
4
 Your ValMark Advisers provides the Investment Adviser Representative with analysis and back office support.
5
 The Bank provides the client with account statements.
6
 TOPS portfolios consist of Exchange Traded Funds (ETFs) which provide the client with diversification and tax efficiencies.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.