Fee-Based Planning offered through Verde Wealth Group, 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.

130 Springside Drive, Suite 300, Akron, Ohio 44333-2431 800.765.5201.

Verde Wealth Group, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc. Each client's situation is specific and advice will vary depending on the situation. Any tax information contained herein is of a general nature and is not intended for public circulation. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. Visit www.irs.gov for the most current tax information.

Verde Business Alliance Education Document

Verde ADV Disclosure