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SOME OF OUR OFFERINGS INCLUDE...

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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

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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. 

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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 appropriate mix of asset allocation and strategic investing to help you build a diversified portfolio.

*All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.

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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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LPL Financial Form CRS.

 

Securities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA/SIPC. Wallace Wealth Management and LPL Financial do not provide legal, or tax advice Please consult with your legal or tax advisor regarding your personal situation

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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