THE WALLACE WEALTH PROCESS:

It's as easy as 1, 2, 3...

01

INITIAL INTERVIEW

 

Let's face it, most everyone enjoys being interviewed. This is a time for both you and your advisor to ask and answer questions. Essentially, it's time spent discovering if we are a fit for you and if you are a fit for us. At the end of the interview, we may determine that it makes sense to chat further, or we may determine we are not a fit for each other. Maybe you don't like our proactive client/advisor approach that takes extra time with quarterly reviews, or we may discover we don't see ourselves being able to help you. It's okay to tell us "no".

02

RELATIONSHIP BUILDING

 

Relationships are built on trust ~ people feel comfortable sharing confidential information with those they trust. As our representatives learn more about your goals, aspirations, family history and bucket list, they can begin to visualize a plan that makes the most sense for you and your loved ones. Every client situation is unique. Regardless of your situation our independent and holistic approach to wealth accumulation, or wealth distribution will be custom tailored to suit your needs. We are client driven and focused. We've had entire meetings that we only discuss your bucket list. Until we know your vision, future, propensity for risk, etc. we are unable to move forward with our next step.

03

IMPLEMENTATION

 

 

While relationship building is always ongoing, you came to us to help you with your financial future. The last part of our process will be to show you financial planning ideas. Our representavies want to make sure our clients are fully aware and educated prior to moving forward with any plan. We pride ourselves on our referrals. With that in mind, we treat all of our clients with a high quality of service and respect, regardless of their net worth. We are in this business to help people with the most difficult choices in life.

Need more details? Contact us

Free Financial Consultations & Portfolio Analysis, pls call Mon-Fri 7-4 pst, (208) 228-5040 ext 101

  • Black Facebook Icon
  • Black LinkedIn Icon

Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPCwww.lincolninvestment.com.  Wallace Wealth Management, Inc., and the above firms are independent and nonaffiliated. The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of the Lincoln family of companies.   This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment and Legend Advisory are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Legend Advisory. Lincoln Investment, Legend Advisory and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site.   We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

Hayden Chamber of Commerce
Men in Business