I am working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their institution’s financial future.
IT ALL STARTS HERE WITH YOUR FINANCIAL PLAN….CLICK HERE TO SEE AN EXAMPLE OF WHAT WE CAN PROVIDE YOU….. If after reviewing this sample plan you think Wallace Investments can help you get more income from your 401k, IRA or other investment accounts then please send us an email at firstname.lastname@example.org and we will send you a confidential questionnaire..once returned to us we can start on your financial plan. “Watch my video” click here……………
Planning your retirement can be problematic in case you don’t have necessary knowledge about managing your funds. But everything that concerns retirement planning can be solved easily with our help. If you are wondering how to take advantage of your money and to build a perfect ground for your retirement, try not to spend much money on things you don’t necessarily need. Another good possibility to save for your future is to establish an emergency fund in case you will need your money urgently. With our help you will make a good use of your money not bothering about what exactly you should spend your money on. To sign up for the “WALLACE INVESTMENT FINANCIAL PLANNING NEWSLETTER” **click here…..
Interested in establishing a good finish line for your life? Or maybe you are looking for a trouble-free way of guaranteeing a fine senility for your parents. Our team of experts in long-term care can assist you in selecting proper long-time care services to support your parents and relatives at the end of their lives. Because of the demographic shift and social factors, the importance of long-term care services has increased dramatically during the latest decade. But with our help you will be able to cope with all complications that may appear during providing long-term care services and other support for the elderly.To sign up for the “WALLACE INVESTMENT FINANCIAL PLANNING NEWSLETTER” **click here…..
According to the commonly used definition, estate planning is the collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Though estate planning seems to be a good way of saving your property after an accident or an immediate death, it is very important to start working on your estate planning right after acquiring some property or asset base to make sure of its safety even after your leaving. And our experts will be glad to give you any necessary recommendations and share their knowledge with you.To sign up for the “WALLACE INVESTMENT FINANCIAL PLANNING NEWSLETTER” **click here…..
These two words signify the US program intended for securing the elderly, survivors, the disabled and those people who need support in case of losing their labor ability. Our company has always regarded this type of insurance as the most important one, because even those people who have a stable place of work at a certain point of their lives can require some additional help from the state and society. Our financial advisers can offer you all necessary services on preparing the base for your social security and develop a personalized program of payments to secure you from any troubles.To sign up for the “WALLACE INVESTMENT FINANCIAL PLANNING NEWSLETTER” **click here…..
How I organize my work:
I review each client’s goals, investment experience and risk tolerance, and determine a financial investment plan best suited for that client. To meet my clients’ needs I use a variety of methods to properly manage your assets.
A big piece of this process I call “multi-dimensional diversification.” This involves multiple asset classes, multiple management styles at both strategic and tactical levels, and often multiple managers.
While I have a variety of services for my clients, many are looking for someone to manage their investments (whether these are retirement funds, joint accounts or trusts).