Unlike other firms who are primarily interested in capturing assets and selling products, Resonate is first committed to creating successful outcomes with all clients…this is especially true for widows.
Therefore, we offer flexible processes adaptable to each person’s life circumstances. A Widow’s Walk is often more complicated than other client situations. Our experience is that widows often rush to make decisions when they actually need time to create their new future. We have learned it is not about the time itself but what we do with that time that leads to positive change.
Our process for widows offers a Decision Free Zone which includes the time to:
Talk and process the life change—especially if the spouse’s death was sudden
Visualize and create a new life
Acquire the knowledge required to move forward with confidence
We also offer an array of helpful books thoughtfully written by widows for widows in our lending library and sponsor special events just for our widowed clients.
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.