SOME OF OUR OFFERINGS INCLUDE...

 

 

This can be a daunting task for most individuals. Our knowledgeable advisors can show you tax advantage investments and the advantages & disadvantages of different tax treatments for both business and personal investing.

INVESTMENT TAX MANAGEMENT

RETIREMENT PLANNING

 

Having a road map for retirement includes a financial plan. Our retirement planners are available to help build a strategy so you can enjoy a preferable lifestyle once you retire or cease having a traditional earned income. 

INVESTMENT & PORTFOLIO DESIGN

Creating the right investment portfolio takes research, an understanding of markets, and risk tolerance. At Wallace Wealth Management, Inc., our representatives provide the right mix of asset allocation and strategic investing to help you build a diversified portfolio.

*Diversification or asset allocation do not guarantee a profit or protect against a loss

EMPLOYEE RETENTION

Employee retention starts with an assessment of your current situation. Communication, work environment, training, salary and flexibility with schedules are important aspects. However, sometimes financial health is overlooked. When recruiting and retaining top talent, your corporation may benefit from company plans, 401/k, SEP, SIMPLE's, Defined Benefits, Key Man or Group Term and can be a consideration for employment with your company. Consider partnering with Wallace Wealth Management to review which option may be well suited for you and your employees.

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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.

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