Overview

For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners protect their wealth and wishes. Throughout client engagements, we address a wide variety of financial concerns including estate taxes, intergenerational wealth transfer, business continuity planning, and philanthropic strategies. We look at life insurance as a means of enhancing and protecting our clients’ financial legacy – both now and in the future. Whether there is existing life insurance or a need for new coverage, our first step in the process is to listen to our clients’ goals. We believe that a clear understanding sets the foundation for thoughtful plan design and long-term success. Our practice has been built to provide clarity, consensus, and confidence for our clients and their advisors. This has been our craft since 1941: sophisticated solutions, simply expressed. Our Specialties: ◆ Advanced Life Insurance Design ◆ Estate Planning ◆ Business Continuity Planning ◆ Estate Equalization ◆ Life Insurance Portfolio Administration ◆ Wealth Transfer Planning ◆ Comprehensive Policy Review ◆ Wealth Accumulation ◆ Life Settlements ◆ Philanthropic Strategies Securities offered through Valmark Securities, Inc., member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Morehead Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc. and Morehead Group and have not been approved prior to posting.