Business planning is one of the most important things you can do to ensure the future health of your company. We provide complete consulting and implementation services as well as estate planning services.
Business Planning Executive Deferred Compensation Estate Planning
  • Business Valuation
  • Business Continuation Planning
  • Business Risk Management
  • Review and Funding of Buy/ Sell Agreement
  • Executive Bonus Plans
  • Key Man Insurance
  • Executive Supplemental Retirement Plan
  • Estate Asset Distribution Modeling
  • Estate Tax Liability/ Wealth Management
  • Income Flow Supervision
  • Estate Asset Equalization
  • Will, Trust and Business Agreement Review

Securities offered through ValMark Securities, Inc.
Advisory services offered through ValMark Advisers, Inc.
130 Springside Drive, Suite 300
Akron, OH 44333 (330) 576-1234
The KGK Group, Ltd. is a separate entity from ValMark Securities, Inc.