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.
A common goal inherent in planning is to be able to sustain a desired lifestyle for as long as needed. One key question and concern is: “On what age(s) is your planning based?” I contend that many plans have not considered the following: The Methuselah Foundation says, “By advancing tissue engineering and regenerative medicine, we […]
Compound Interest: The 8th Wonder of the World! One of the first things I learned in finance class was time value of money calculations. For those not familiar with what the calculation entails, it involves entering inputs into a financial calculator such as number of years, interest rate, and other assumptions to determine a future […]
On Saturday June 11, 2016, there was a senseless, horrific attack on members of the GLBT community. While the politicians rush to affirm “this was an attack on all Americans,” the GLBT population has been attacked and discriminated against for centuries in ways that only those who live the life can understand. Because the discrimination […]
To our Resonate family, your families and friends, Recently, I have been receiving emails from clients worried about the U.S. and global stock markets. I thought that Stephen Leeb’s comments in the June 13, 2016 Complete Investor Hotline were interesting. Leeb writes: “One number we continue to watch: the relative performance of so-called secondary stocks, […]
As you probably know by now, history was made as England voted to leave the European Union (euro) and re-establish the pound as its currency. We are pleased to share with you an insightful commentary from the Chief Investment Officer at ValMark. TOPS – BREXIT Message – June 2016 We will continue to write frequently […]
To our Resonate family, your families and friends, It is during times like these that your Resonate team chooses to stay especially close to you. We filter through much of the “noise” and attempt to distill out the “news.” I thought these observations from Stephen Leeb were of interest and hope you do as well. […]
When tragedies such as shootings in the South Carolina church or the Orlando bar happen, people often question how long they might live. While no one knows for sure, of course, here are some interesting facts from the October 9, 2014 USA Today article by Larry Copeland. Life expectancy in the USA rose in 2012 […]
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8837 Chapelsquare Drive
Cincinnati, OH 45249
Phone: (513) 605-2500
Fax: (513) 605-2505
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Securities, 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.
For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment, Registered Representative or Investment Advisor Representative, a consumer should contact his or her state securities law administrator.