At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management. We utilize and implement a variety of financial and investment tools, including life, disability and long-term care insurance, annuities, mutual funds, exchange traded funds, stocks and bonds. Our process starts with us listening and learning about what is important to our clients. We help our clients identify their goals and share as much information as we can to help them make sound, educated financial decisions. Next, we design a tailored financial plan to meets their individual needs. Most importantly, we continue to work with our clients on a regular basis to make sure their plan is on track to help them reach their financial goals efficiently and effectively. Since we are independently-owned and not tied to any one company, product or provider, we can guide our clients according to the priorities they have established and integrate the right strategies and tools for each. To learn more about our company visit us at: https://matrixfg.com/ Securities Offered Through ValMark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Akron, Ohio 44333-2431 800-765-5201. The Matrix Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
