Services

Verde Wealth Group is an independent firm associated with an independent Broker-Dealer ValMark Securities, Inc. The client is free to implement our recommendations on their own or through our firm. Through our independent broker dealer ValMark Securities, Inc., we have access to multiple independent investments, insurance companies and processes in order to find the best result available for our clients.

We help our clients navigate through the complex world of financial solutions and have expertise in the following areas:

• Comprehensive Financial Planning
• Retirement Income Distribution Strategies
• Estate Planning and Wealth Conservation
• Investment Portfolio Management and Asset Allocation
• Private Money Management Services
• Business Succession and Buy/Sell Agreement Funding Strategies
• Executive Compensation Arrangements
• Education Funding (529 Plans, etc.)
• Personal Retirement Funding Strategies
• Charitable Planning Techniques