{"id":7809,"date":"2015-06-14T19:01:13","date_gmt":"2015-06-14T19:01:13","guid":{"rendered":"https:\/\/www.valmarkfg.com\/site\/?post_type=project&p=7809"},"modified":"2024-12-13T17:47:02","modified_gmt":"2024-12-13T17:47:02","slug":"retirement-turnkey","status":"publish","type":"project","link":"https:\/\/valmarkfg.com\/site\/project\/retirement-turnkey\/","title":{"rendered":"Retirement Turnkey"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”section” _builder_version=”4.16″ background_color=”#002536″ custom_padding=”30px||30px|” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”50px|0|50px|0″ transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”SECTION – Wealth Management Tools” _builder_version=”4.17.4″ background_color=”#002536″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” background_layout=”dark” module_alignment=”center” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

Wealth Management<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22″ background_color=”#ffffff” custom_padding=”0px||0px|” custom_padding_tablet=”0px||0px|” transparent_background=”off” padding_mobile=”on” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_module=”1489″ collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ padding_mobile=”on” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_blue_arrow-triangle-1.png” show_bottom_space=”off” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”ARROW – BLUE” _builder_version=”4.16″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” animation=”off” sticky=”on” always_center_on_mobile=”on” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/icon_RetirementTurnkey-400×400-1.png” title_text=”icon_RetirementTurnkey-400×400″ align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” admin_label=”Image” _builder_version=”4.17.4″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” use_border_color=”off” border_color=”#ffffff” border_style=”solid” animation=”left” sticky=”off” always_center_on_mobile=”on” global_colors_info=”{}”] [\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.17.4″ header_font_size=”25px” header_line_height=”2em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

RETIREMENT TURNKEY<\/h1>\n

Our unique Retirement Turnkey process for selecting retirement plans (including defined contribution, defined benefit and non-qualified plans) is designed to help Member Firms fulfill their obligation as a fiduciary by offering discretionary investment management under ERISA Section 3(38). Through this offering, our firms find more time to focus on their business by allowing our experienced team of retirement planning professionals to help them navigate the landscape of available investment managers, monitor plan investments, and reduce operational costs.[\/et_pb_text][et_pb_toggle title=”%22These unique processes have increased our capacity to write new business\u2026.%22″ open_toggle_text_color=”#022432″ open_toggle_background_color=”rgba(221,221,221,0)” closed_toggle_text_color=”#022432″ closed_toggle_background_color=”rgba(221,221,221,0)” disabled_on=”on|on|on” admin_label=”TESTIMONIAL” _builder_version=”4.17.4″ title_text_color=”#022432″ title_font_size=”15″ title_line_height=”1.3em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”15px|15px|15px|15px” border_width_all=”1px” border_color_all=”#949494″ border_style_all=”solid” use_border_color=”on” border_color=”#949494″ border_style=”solid” disabled=”on” saved_tabs=”all” global_colors_info=”{}”]”Without a doubt, the unique processes that Valmark has developed increase our capacity to write new business: RISK, ARC, PURE, LA 360.”<\/p>\n

Tate Groome<\/strong>, CFP, CLU
\nCo-CEO & Director of Insurance Strategies
\nColton Groome & Company
\nValmark Member since 2002[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” admin_label=”SECTION: Portfolio (2022-1216)” _builder_version=”4.16″ background_color=”#f7f7f7″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” locked=”off” collapsed=”on” global_colors_info=”{}” disabled=”on”][et_pb_row padding_mobile=”off” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”1210px” make_fullwidth=”off” use_custom_width=”on” width_unit=”on” custom_width_px=”1210px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_filterable_portfolio fullwidth=”off” posts_number=”15″ include_categories=”27,31,30″ show_categories=”off” show_pagination=”off” zoom_icon_color=”#022535″ hover_overlay_color=”rgba(247,247,247,0.94)” hover_icon=”;||divi||400″ _builder_version=”4.17.4″ title_font=”Open Sans||||” title_text_color=”#022535″ title_font_size=”20″ title_line_height=”1em” filter_font=”Lato||||” filter_text_color=”#ffffff” filter_font_size=”28″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”90%” module_alignment=”center” custom_padding=”||||false|false” custom_padding_tablet=”||||false|false” custom_padding_phone=”||||false|false” custom_padding_last_edited=”on|desktop” title_font_size_tablet=”” title_font_size_phone=”14″ title_font_size_last_edited=”on|phone” filter_font_size_tablet=”” filter_font_size_phone=”20″ filter_font_size_last_edited=”on|phone” custom_css_portfolio_image=”max-width: 200px; ” use_border_color=”off” saved_tabs=”all” global_colors_info=”{}”][\/et_pb_filterable_portfolio][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”off|off|off” admin_label=”SECTION: Innovations Filterable Gallery (2024-1126)” _builder_version=”4.16″ background_color=”#f7f7f7″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_module=”227179″ saved_tabs=”all” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”INNOVATIONS AND ICONS” _builder_version=”4.25.2″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”][dsm_filterable_gallery dsm_use_dynamic_images=”on” dsm_include_categories=”35,36,37″ dsm_image_sizes=”gform-image-choice-sm” dsm_column_gap=”100px” dsm_row_gap=”20px” dsm_custom_row_height=”on” dsm_row_height=”350px” dsm_show_all_images_text=”off” dsm_show_caption=”on” dsm_total_number_images=”100″ dsm_overlay_color=”#000000″ dsm_category_inactive_bg_color=”#002536″ dsm_category_active_bg_color=”#002536″ dsm_category_inactive_color=”#EAEAEB” dsm_category_active_color=”#4DBED5″ dsm_category_padding=”25px|25px|25px|25px|false|false” dsm_pagination_inactive_bg_color=”RGBA(255,255,255,0)” dsm_pagination_active_bg_color=”RGBA(255,255,255,0)” dsm_pagination_inactive_color=”RGBA(255,255,255,0)” dsm_pagination_active_color=”RGBA(255,255,255,0)” dsm_card_bg_color=”RGBA(255,255,255,0)” dsm_number_of_columns_tablet=”2″ dsm_number_of_columns_phone=”1″ dsm_number_of_columns_last_edited=”on|tablet” admin_label=”Supreme Filterable Gallery (2024-1213) ” _builder_version=”4.25.2″ _module_preset=”default” header_text_align=”center” header_text_color=”#002536″ header_font_size=”14px” dsm_caption_font=”|700|||||||” dsm_caption_text_align=”center” dsm_caption_text_color=”#002536″ dsm_caption_font_size=”20px” dsm_category_font=”|600|||||||” dsm_category_text_align=”center” dsm_category_font_size=”28px” dsm_pagination_text_align=”center” background_color=”RGBA(255,255,255,0)” width=”85%” max_width=”85%” module_alignment=”center” border_style_all_dsm_image_border=”none” border_style_all_dsm_pagination_border=”none” global_colors_info=”{}”][\/dsm_filterable_gallery][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”SECTION – Divider – Portfolio \/ Fin Tech (2022-1216)” _builder_version=”4.17.4″ background_color=”rgba(233,233,233,0)” background_image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/SITE_IMAGES_LRG_1920X1060_PortfolioFintech_004.jpg” parallax=”on” parallax_method=”off” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” custom_css_main_element=”background-position: -140vw 80px;” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”off” column_padding_mobile=”on” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||0px|” custom_padding=”||0px|” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” disabled_on=”off” admin_label=”Divider – FOR BANNER IMAGES” _builder_version=”4.17.4″ height=”3vh” hide_on_mobile=”off” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”SECTION: Fin Tech (2022-1216)” _builder_version=”4.17.4″ background_color=”#dddddd” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” _builder_version=”4.17.4″ _module_preset=”default” header_text_color=”#FFFFFF” global_colors_info=”{}”]<\/p>\n

FinTech<\/h2>\n

[\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” locked=”off” global_colors_info=”{}”]<\/p>\n

Valmark works with a number of top industry partners to augment, streamline and digitize financial services for our Member Firms and their clients. Below is a short list of just a few of the vendors we partner with to help maximize the advisor-client experience.<\/div>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”||||false|false” border_radii=”on|15px|15px|15px|15px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_ValmarkMyCase_2.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Valmark MyCase” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]<\/p>\n

Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Morningstar.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Morningstar” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Provide your clients with an enhanced level of service through this one-stop solution for detailed investment research, risk tolerance, and financial planning. [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_AdvicePay.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – AdvicePay” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Streamline your process for collecting consulting and financial planning fees through this electronic fee-for-service billing solution.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_eMoney.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – eMoney” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Deliver comprehensive financial planning no matter how complex your client\u2019s situation is using a single portal with a birds-eye view of aggregated account data for each client.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Albridge.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Albridge” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Enhance your client-facing services using this data aggregation software for your entire book of business along with client-approved performance reporting capabilities.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Redtail.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Redtail” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Store client data and run workflows seamlessly with this financial services-focused Client Relationship Management (CRM) system.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Tamarac.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Tamarac” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Audit quarterly billing and run ad-hoc performance reports on Valmark Wealth Solutions accounts.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Smarsh.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Smarsh” 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max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Save time processing paperwork through this forms generation software that quickly and easily populates forms with client data. [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” admin_label=”Section” _builder_version=”3.22″ background_color=”#58585a” custom_padding=”0px|0px|0px|0px” custom_padding_tablet=”0px|0px|0px|0px” transparent_background=”off” padding_mobile=”on” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” disabled=”on” global_module=”692″ collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”on” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”10px|0px|10px|0px” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” disabled_on=”on|on|off” admin_label=”Divider-FOOTER” _builder_version=”4.16″ hide_on_mobile=”on” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”SECTION – Footer” _builder_version=”4.19.5″ background_color=”#eaeaeb” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_module=”653″ locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”LOGO – TEMPORARY” _builder_version=”4.16″ custom_padding=”||20px|” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”MENU” _builder_version=”4.16″ text_text_color=”#002536″ text_font_size=”13″ text_line_height=”2.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”|0px||50px” custom_padding_tablet=”|0px||0px” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

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[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”FOOTER – FINE PRINT” _builder_version=”4.17.4″ text_text_color=”#002536″ text_font_size=”12″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”0px|||” custom_margin_tablet=”” custom_margin_phone=”-30px|||” custom_margin_last_edited=”on|phone” custom_padding=”0px|||” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|phone” use_border_color=”off” global_colors_info=”{}”]<\/p>\n

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, Akron, Ohio 44333. (800) 765-5201.\u00a0FINRA<\/a><\/span> | SEC<\/a><\/span> | SIPC<\/a><\/span> |MSRB<\/a>\u00a0<\/span> | \u00a0\u00a92026 Valmark Financial Group | All rights reserved.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/span>","protected":false},"excerpt":{"rendered":"

Wealth Management RETIREMENT TURNKEY Our unique Retirement Turnkey process for selecting retirement plans (including defined contribution, defined benefit and non-qualified plans) is designed to help Member Firms fulfill their obligation as a fiduciary by offering discretionary investment management under ERISA Section 3(38). Through this offering, our firms find more time to focus on their business by allowing our experienced team of retirement planning professionals to help them navigate the landscape of available investment managers, monitor plan investments, and reduce operational costs.”Without a doubt, the unique processes that Valmark has developed increase our capacity to write new business: RISK, ARC, PURE, LA 360.” Tate Groome, CFP, CLU Co-CEO & Director of Insurance Strategies Colton Groome & Company Valmark Member since 2002

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