Strategic Alliance with the Valmark Financial Group
Good Financial Group is a Member Firm of the Valmark Financial Group, a select group of independent wealth and insurance advisory firms. Valmark provides concierge level support to each Member Firm. Valmark’s staff are career professionals in investment analysis portfolio management, life insurance and other protection products, medical underwriting, product due diligence and regulatory compliance.
As a Valmark Member Firm, we are able to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.
As a collective group, Valmark Member Firms have an estimated $12 billion of assets under management and over $43 billion of life insurance in force. Good Financial Group has access to some of the nation’s top companies, products and service, enabling us to advocate on behalf of our clients while maintaining independence.
Valmark Securities, Inc., our broker dealer, is a member of FINRA and the SIPC, and is licensed in all 50 states for securities and insurance. It has 115 independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC.