We pride ourselves on working in conjunction with the other members of your advisory team to provide the best outcome for your family. Our long history of working with high net-worth clients and business-owners has provided valuable insight into successful planning techniques and strategies in the following areas:

Insurance Consulting

  • New Policy Placement
  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance
  • Fiduciary Reviews
  • In-force Management

Estate Planning

  • Recommendations for Wills and Trusts
  • Annual And One-time Gifting
  • Charitable Planning
  • Business Succession Planning
  • Buy-Sell Arrangements

Non-qualified Executive Compensation Plans

  • Plan Design
  • Informal Funding Analysis
  • Administration and Record Keeping

Valley Forge Financial Group, Inc. is also a proud member of M Financial Group, a nationwide network of select, independent life insurance, investment and executive benefit consulting firms, dedicated to bringing unique opportunities and products to high net worth individuals, families, corporations and privately held businesses..