Our Strategic Alliance
Good Financial Group is a Member Firm of the Valmark Financial Group, a select group of independent wealth and insurance advisory firms. Valmark provides concierge level support to each Member Firm.
As a Valmark Member Firm, we are able to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.
As a collective group, Valmark Member Firms have over $46 billion of life insurance in force and an estimated $5 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. Good Financial Group has access to many of the nation’s top financial service providers, products and services, enabling us to advocate on behalf of our clients while maintaining independence.
Valmark Securities, Inc., our broker dealer, is a member of FINRA and the SIPC, and is licensed in all 50 states for securities and insurance. It has 115 independently-owned Member Firms throughout the United States. Valmark Advisers, Inc., our Registered Investment Advisory firm, is registered with the SEC.
Valmark’s staff are career professionals involved in investment analysis, portfolio management, life insurance and other protection products, medical underwriting, product due diligence and regulatory compliance.
AN UNDERWRITING ADVOCACY TEAM with a former insurance company Underwriting Vice President, a Medical Director who is a licensed physician, and a senior staff of case management, business processing and policy service specialists.
PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including attorneys, accountants, MBAs, Chartered Financial Analysts, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants. Many are FINRA Registered Principals who provide independent assessment and analysis of recommended products and services.
STATE-OF-THE-ART INFORMATION TECHNOLOGY DIVISION that is fully integrated with many of our profession’s top providers as well as world-class custodians such as Schwab Institutional, and Pershing.
Chairman and CEO
Caleb J Callahan
President and Chief Operating Officer
Investment Management and Advisory
Chief Investment Officer
Vice President, Investment Management & Research
New Business Specialist
Vice President, Underwriting
Insurance Services and Design
Senior Vice President, Insurance Services
MBA, CLU®, CFP®
Director, Insurance Planning
VP, In Force Insurance Solutions
Director, Financial Planning
Director, Financial Technology and Investments
Vice President of Communications
Chief Compliance Officer and General Counsel