Our Process

 

Our Planning Process Can Help You
Achieve Your Financial Dreams

We start by helping you identify your goals and evaluate where you are relative to those goals.

We evaluate your options and recommend strategies to help you get you where you want to be. We don’t stop there. We help you implement the recommendations. Then we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams.

Your Goals Remain the Centerpiece of Our
Recommendations & Strategies.

Project Your Goals

Where you want to be

  • Education
  • Retirement
  • Future Plans

Monitor Plans

Optimize to achieve goals

  • Performance Thresholds
  • Automated Alarms
  • Periodic Evaluations

Evaluate Assets

What you have

  • Investments
  • Accounts
  • Real Estate

Implement Strategies

Activate the plan

  • Asset Allocation
  • Tax Strategies
  • Estate Planning Techniques

Perform Gap Analysis

What you need

  • Manage Cash Flow
  • Insurance
  • Asset Allocation
  • Savings Plan
  • Tax Strategies
  • Annuities Options
  • Risk Tolerance

Provide Options

How to get there

  • Details Recommendations
  • Comprehensive Written Report
  • Private Financial Web Page

Your Goals Remain the Centerpiece of Our
Recommendations & Strategies.

Project Your Goals

Where you want to be

  • Education
  • Retirement
  • Future Plans

Evaluate Assets

Where you want to be

  • Education
  • Retirement
  • Future Plans

Perform Gap Analysis

Where you want to be

  • Education
  • Retirement
  • Future Plans

Provide Options

Where you want to be

  • Education
  • Retirement
  • Future Plans

Implement Strategies

Where you want to be

  • Education
  • Retirement
  • Future Plans

Monitor Plans

Where you want to be

  • Education
  • Retirement
  • Future Plans

We invite you to learn more about the Underwriting Advocacy Process.

ABG Financial Services

 

30100 Telegraph, Suite 100

Bingham Farms, MI 48025

Toll Free: (800) 875-7510

Send us a Message

­© 2018, ABG Financial Services.

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.