At Wallis Financial Solutions we help people realize the dreams they envisioned for retirement. With all dreams you have to have a plan, a successful retirement does not happen by accident. You’ve heard the saying “If you fail to plan –you plan to fail” and unfortunately it rings very true. Most folks spend more time planning their vacation than they do planning for retirement.
Having the RIGHT plan is essential –a plan that IS NOT based on the HOPE that the market will be up the day you retire. The Plan that has a foundation of saving and investing the right way, avoiding certain risks and wealth transfers that eat away at our ability to grow wealth, will lead you to the retirement destination you desire.
Our primary focus has always been “Retirement Income Planning”, but I have to say Long Term Care has become an intricate part of the process. Healthcare among BOOMERS is their second biggest concern, behind the ability to have income for life. This subject really hit home when it became necessary to determine the best direction to go with my mother-n-law who is experiencing declining dementia. Boomers are 3X more concerned about healthcare and an income they cannot out live, than they are of dying.Due to healthcare concerns for seniors and the risk of Medicare and Medicaid running short, the Federal Government has stepped in to provide incentives to encourage consumers to plan for Long Term Care. These are tax incentives that you must learn about that are limited to only a handful of providers.
We work for you and have a fiduciary responsibility for your best interests, not the interests of big brokerage firms that try to direct you down a path based on their needs and not yours.Wallis Financial Solutions is Independent, so we can provide a multitude of plans –were not tied to one solution, or one company’s products.Maybe you need to rethink your strategy on how to navigate your investments between risk and reward. At Wallis Financial Solutions we can set you on the right course, that’s what we do! We will integrate your finances, taxes, insurance, long term care and estate planning needs to accomplish your goals and objectives! We work with people that are successful and people that want to be successful –people like you!
Our Process is easy: we define your goals, analyze your needs, review your assets, provide recommendations and then implement your plan. We then monitor and track your progress and make adjustments as needed. Our holistic approach will provide you with the comfort and knowledge that your investments will be managedin a conservative and well thought out manner.
Our goal is not to hit a homerun in the markets, but about advancing toward your financial goals by continuously putting one foot in front of the other. Growing and protecting your wealth so you can realize the retirement you envisioned for yourself. That’s our job –give us the opportunityto secure the financial future you deserve.