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Meet the Founder
Carl has been assisting clients with their retirement planning goals since 1999 when he earned his insurance license, and then expanded his services in 2008 when he became an Investment Adviser Representative. For most of his financial career, Carl has focused on the core retirement elements of legacy, financial and health care planning.
In addition, Carl has created financial planning manuals for four Estate Planning organizations with over 300 financial representatives. Those representatives have utilized his unique Legacy, Financial and Health Care Planning strategies to help create the retirement plans for their clients. Today, VAL Trust is continuing to refine and build upon this work by offering every client their improved Five-Step V-A-L-U-E Process for comprehensive retirement planning.
Get Started in 3 Easy Steps:
We’re here to help you feel confident in your financial future.
Give your loved ones the greatest gift!
Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
- Areas your will should address (and who should write it)
- The two types of trusts — and how they can help reduce the chance of a family conflict
- A checklist to help you select the right person to carry out your wishes
We offer services in these areas:
At VAL Trust Financial Group, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Retirement Income Strategies
Long-Term Care Strategies
Asset Preservation Strategies
IRA Legacy Planning
Insurance products are offered through the insurance business Val-Trust Financial Group, LLC. Val-Trust Financial Group, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Val-Trust Financial Group, LLC are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Val-Trust Financial Group, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today.