We work with clients to help them understand tax implications as they begin to plan to transfer their assets to businesses, charities and family. If your financial life includes investments, trusts, life insurance and business profits, its preservation requires well-planned and strategic estate planning.
That’s where ABG Financial Services excels. We can help you design and coordinate a wealth-transfer plan that protects your assets for future generations and minimizes tax implications.
We Can Guide You Through
Wealth transfer planning
Business succession planning
Charitable giving strategies
Life insurance planning
Life Insurance and Wealth Preservation
Because life insurance often plays a significant role in wealth preservation, we offer our proprietary Underwriting Advocacy Process.
Using this tool, you will work with:
Experts in medical information, who will gather and evaluate records, and position you for optimal terms while preserving privacy.
Negotiation specialists, who can reduce your policy costs during underwriting.
Analysts, who will evaluate competitive offers from insurance-industry leaders to determine the policy that will best meet your goals.
View more services we offer
Life Insurance Settlement
We invite you to learn more about the Underwriting Advocacy Process.
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.
ABG Financial Services is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.