Life Insurance and Estate Planning

We pride ourselves on working in conjunction with the other members of your advisory team to seek 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.