To meet your investment goals, an experienced and skilled investment advisor can help create investment strategies based on your unique life situation. Resonate strives to meet the highest industry standards for financial planning and investment management. In addition, we bring your wealth and life purpose together, which we believe is how you successfully grow wealth and well-being simultaneously.
Your level of comfort, understanding, and assurance takes precedence at Resonate.
We find that financial wealth is most fulfilling when it integrates with and supports one’s richness of life. That is why Resonate’s approach blends quantitative and qualitative financial planning as we offer unique, personalized strategies to help clarify and achieve meaningful and life-enhancing financial objectives as defined by each client.
Unlike most other financial advisors, the Resonate process is focused on more than numbers. We think of money as a means of fulfilling your life purpose and create integrated plans that meld who you are (values and life purpose) with what you have, through a process that is flexible and customized to you.
We start by gaining a clear understanding of who you are, what matters most (and least) to you and the level of finances you have with which to work.
Kiplinger predicts “there will be plenty of deals in 2019.” (Source: The Kiplinger Letter April 12, 2019.) While there may be fewer incentives than in 2018, here are some tips for 2019: August and September are good months to shop as 2019 models are cleared from lots to make room for the 2020’s. The same […]
While it is not necessarily a popular topic, understanding some life insurance basics is essential. This is because there are many uses of life insurance throughout our lifetimes. Fortunately, there is a type of insurance that matches various needs. For example, insurance may be needed for: Liquidity at death to pay bills, pay taxes, replace […]
Here we were, coasting merrily along in the U.S. stock market. Then, all of sudden, the last few days hit! While I will be sending several opinions on consecutive days, I wanted to start with this one from Giolio Martini, Partner, Director of Strategic Asset Allocation at Lord Abbett. Will Trade Trauma Trip Up U.S. […]
The information in this email is not to be taken as a recommendation to invest in any certain way. Ginger Szala wrote “6 Economic Predictions for Next 5 Years: Northern Trust”, Sept. 10, 2018 as a result of interviewing Bob Browne the Chief Investment Officer of Northern Trust.) Northern Trust has been shifting assets back […]
As you know, your Resonate team is dedicated to “helping clients create best outcomes during life’s most difficult times.” The aging process often creates “difficult times” within families. We have found that proactive, skilled facilitation of “what if situations” provides time for thoughtful discussion and creates compassionate solutions to which everyone agrees in advance. Then, […]
One of the special skills of the Resonate team is working intergenerationally. We are grateful to be working with three generations of many of our clients and – in some cases – with the fourth generation as well. Here are some of the insights we have learned from our client families: Baby Boomers are feeling more […]
(The source of this information is a research paper recently produced by Vanguard and Mercer Health and Benefits. I found it helpful and hope you do as well.) There is a great deal of fear swirling around the issue of the expense of health care in general and, particularly, in retirement. One of the reasons […]
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4605 East Galbraith Road
Cincinnati, OH 45236
Phone: (513) 605-2500
Fax: (513) 605-2505
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Advisers, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).
Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
Securities offered through ValMark Securities, Inc., Member FINRA, SIPC.
Third Party Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Dr., Suite 300, Akron, OH. 44333, 800-765-5201.
Resonate, Inc. is independent of ValMark Securities, Inc. and ValMark Advisers, Inc.