SOME OF OUR OFFERINGS INCLUDE...

Business Meeting

 

 

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

Family at a Beach

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. 

Business Meeting

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.

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

Brainstorming

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.