Professional Partnerships
A Team Approach
The complexity of a sound financial, business, tax, and estate plan requires a coordinated effort among a client’s various advisors to ensure that plans are professionally orchestrated, integrated, and implemented. In the process of working with us, you will soon learn that developing strategic partnerships with other professionals is a key part of our philosophy and we go out of our way to introduce our clients to strategic partners that have been vetted for integrity and competency. We see it as a real benefit that the tax and financial planning pieces are seamlessly integrated within SLS, if using both is the client’s preference.
Our Back Office Team
Founded in 1963, Valmark is an exclusive, invitation-only consortium of independent wealth transfer and wealth management firms. Valmark Financial Group is comprised of a family of companies including Valmark Securities, Inc., a FINRA-registered securities broker-dealer, Valmark Advisers, Inc., an SEC-registered investment advisor, Executive Insurance Agency, LLC, a Master General Agency for life insurance products, and the Valmark Policy Management Company.
As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.
The exclusive, private services available to clients of SLS are provided by one of the most distinguished professional teams in the life insurance and securities industries. Valmark’s senior team houses an office staff of over 100 full-time professionals who are experts in all aspects of financial, retirement and estate planning, investment analysis and portfolio management, qualified and non-qualified retirement plans, life insurance case design, underwriting and policy management, and regulatory compliance.
One Simple Rule Guides All We Do
Sixty years ago, the founder of our partner firm, Valmark Financial Group, was given the Golden Rule Marble which became an enduring touchstone guiding the firm toward the highest ethical standards in all of its dealings.
When SLS joined the Valmark family of firms, the Golden Rule Marble was presented to us as a guiding principle in all of our practices:
- Serving as an industry model for relationships built on trust and mutual respect
- Addressing the financial needs of our clients with innovative, collaborative solutions
- Safeguarding clients’ best interests at all times
