Since 1980, we have been designing comprehensive family blueprints which encompass retirement security, wealth preservation, business succession and legacy objectives as they relate to tax, non-tax and financial strategies.

When you build a home or building, you hire an architect to design a blueprint that meets your objectives and priorities. After reviewing the blueprint, you seek the highest quality craftsmen and a project manager to implement your plan. Finally, you negotiate the price and determine a timeline and accountability for each phase of the building process.

Most wealthy business owners may have never had an architect design a comprehensive blueprint because wealth comes slowly and you add ideas and products , bought on a segmented basis from your advisors (CPAs, attorneys, life insurance agents, brokers, financial planners, benefit planners, etc.).

Your planning may not work effectively unless it’s integrated with all your objectives and priorities.

Our experience has shown us the less than 10% of wealthy business owners have ever had a true architect design a comprehensive plan before buying ideas and products.

If you are one of the 90 plus percentage, contact us for an initial consultation to discuss our two-way initial consultation.

Ask yourself this question, “does the person(s) you have entrusted your planning to;

Work full-time in comprehensive planning and project management

OR

Are they part-time planners and project managers who are full-time CPAs, lawyers, insurance salesmen or investment advisors?

Fee Based Investment Advisory Offered Through Zaverl & Associates, Inc., a Registered Investment Advisor. Third Party Money Management Offered Through ValMark Advisers, Inc., a SEC Registered Investment Advisor. Securities Offered Through Valmark Securities, Inc., Member FINRA, SIPC, 130 Springside Drive, Suite 300,Akron, OH 44333-2431. Zaverl & Associates, Inc. is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc.