Akron Life August 2023

FINANCIAL PLANNING

LEADERS IN FINANCE 2023 You trust your financial planner with your hard-earned money. Find distinguished experts who can help you build wealth to pay your expenses and invest in your retirement, your home, your travels, your education and more. Whatever your life plan, these leaders in finance can help you chart the course.

W3 FINANCIAL GROUP: BREAKING BARRIERS AND SETTING STANDARDS

W3 FINANCIAL GROUP: BREAKING BARRIERS AND SETTING STANDARDS

WISDOM, WEALTH, WORTH At W3 Financial Group, we foster a culture of innovation, constantly seeking new opportunities for our clients, and stay ahead of the curve in a rapidly evolving financial landscape. Our dedication to integrity, transparency, and client satisfaction is at the core of everything we do, building long-lasting partnerships based on trust and reliability. It is this relentless pursuit of excellence that positions us as a front-runner in the finance industry. We firmly believe that through education and open communication with our valued clients, we can alleviate their concerns regarding the management and purpose of their finances. Our experience has taught us that maintaining regular meetings to discuss our clients' wealth is the cornerstone of reducing financial stress. We are dedicated to delivering unbiased and proactive guidance, ensuring that our clients stay on track to achieve their goals. Above all, we foster an environment of transparent and constant communication, allowing our clients to freely express their thoughts and concerns at any given time. IT'S TIME.. FOCUS ON YOUR FUTURE W3 Financial Group is a team of Certified Financial Planner™ professionals whose role is to offer an unbiased view of your total financial picture. We look at your taxes, inflation, spending, savings, investment returns, risk protection, and cash flows. Financial planning is not a onetime event, but rather, an ongoing process. Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Advisors, LLC and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation. WISDOM, WEALTH, WORTH At W3 Financial Group, we foster a culture of innovation, constantly seeking new opportunities for our clients, and stay ahead of the curve in a rapidly evolving financial landscape. Our dedication to integrity, transparency, and client satisfaction is at the core of everything we do, building long-lasting partnerships based on trust and reliability. It is this relentless pursuit of excellence that positions us as a front-runner in the finance industry. We firmly believe that through education and open communication with our valued clients, we can alleviate their concerns regarding the management and purpose of their finances. Our experience has taught us that maintaining regular meetings to discuss our clients' wealth is the cornerstone of reducing financial stress. We are dedicated to delivering unbiased and proactive guidance, ensuring that our clients stay on track to achieve their goals. Above all, we foster an environment of transparent and constant communication, allowing our clients to freely express their thoughts and concerns at any given time. IT'S TIME.. FOCUS ON YOUR FUTURE W3 Financial Group is a team of Certified Financial Planner™ professionals whose role is to offer an unbiased view of your total financial picture. We look at your taxes, inflation, spending, savings, investment returns, risk protection, and cash flows. Financial planning is not a onetime event, but rather, an ongoing process. Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Advisors, LLC and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation.

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akronlife.com | AUGUST 2023