Comprehensive Financial Planning

Comprehensive financial planning is properly viewed as ongoing, rather than as a one-time task. Saving and investing for a secure financial future has to be based on an ongoing evaluation of your risk tolerance, time horizon and diversification.

This kind of dynamic financial planning considers the full breadth of wealth accumulation, protection, income distribution and legacy planning in various stages of life and the goals and drivers that may be important to you in each of them.

We stay with you via periodic reviews, taking the time to measure progress toward your goals as circumstances change.


While the work we’ll do together may sometimes appear complex, the results of doing it well can actually create a sense of simplicity for you and allow you to relax and understand clearly what we are doing to help improve your financial situation.

To see how your financial planning could evolve over time, see “Evolution of Financial Planning.”

Would you like to begin your Comprehensive Financial Planning journey with us?

To get started, simply fill out our intake form below. Answer all the questions, click Submit and we’ll be in touch to discuss a comprehensive approach to your unique financial planning needs.

Disclosure & Disclaimers

Securities through Valmark Securities, Inc., Member FINRA/SIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333 (800) 765.5201. Advisory services offered through Valmark Advisers, Inc., an SEC-Registered Investment Advisor. Capital Formation Group, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers Inc.

Consult your tax professional for advice. Information provided as an incidental service to our business as insurance professionals, financial planners, investment advisor and securities broker.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material is being provided for informational purposes and is not intended to be a formal research report, a general guide to investing, or as a source of any specific investment recommendations and makes no implied or express recommendations concerning the manner in which any accounts should be handled. Any opinions expressed in this material are only current opinions and while the information contained is believed to be reliable there is no representation that it is accurate or complete and it should not be relied upon as such.