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Providing the Key To Your Financial Security

Your Guide For Retirement Incoming Planning

Whether you are planning for a retirement that is 20 years away or confounded at how to turn your savings into a viable retirement income stream, we can help.

We specialize in helping those who are near retirement or already retired answer top retirement income planning questions such as:

“How do I avoid outliving my money?”

“How do I get an accurate picture of what my actual income will be in retirement?”

“What is the best investment mix if retired or close to retiring?”

How We Help

We help you plan for retirement by creating your own “personal pension” for lifetime income in retirement.

Nearing Retirement

It’s never too early to start retirement planning. The earlier you start, the greater peace of mind you could have. We help you envision what type of retirement you want and then plan for it, so that your dreams have the chance to become reality.

At Retirement

A retirement that was once in the distant future is here or right around the corner. We help you ask the right questions, spot gaps that may exist in your current plan, and provide a roadmap for both the short-term and long-term so you can live a better retirement.


How much income can you safely withdraw from your retirement accounts without risking running out of money? That is the million dollar question, and we guide you in discovering your own personal answer.

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About Us

We help you manage your finances so that your finances aren’t managing you.

We are retirement planning experts. We provide comprehensive financial planning and investment advice through all stages of retirement. We spend a great deal of time with our clients, learning about their unique situation so that we can develop a customized plan that allows them to take advantage of every opportunity they can during planning for retirement.

How Are We Different?

At [firm name], we are focused on using tax-efficient investment, insurance and planning solutions that support your best interests. We take a collaborative approach to retirement planning, working in conjunction with you instead of for you, so that you always get the best straightforward advice.

Strategic recommendations paired with ongoing education (in language you can actually understand) helps ensure you get the maximum value out of every minute you spend with us because at the end of the day, the more insight you gain, the better equipped you will be to make important financial decisions.

Your Dedicated Team of Professionals

Randal Wallis Photo

Randal Wallis


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.

Walt Gynn Photo

Walt Gynn

Advisor Development Consultant and Annuity Specialist
Dave Ray Photo

Dave Ray

Life Advisor and Development Consultant
Michelle Anderson Photo

Michelle Anderson

Annuity Case Design

Setting a New Standard for Client Service

The cornerstone of our financial planning and retirement income solutions are our 5 Foundational Principles. These five core values are incorporated into everything we do to help ensure that every one of our clients receives the highest level of care and attention.

No problem too small, we are always just a phone call or email away. Our goal first and foremost is to provide you with the peace of mind you need to be confident in the path that lies ahead so every step you take gets you closer to where you want to be.

The Principles That Serve as the Cornerstone of Our Services


The financial industry is filled with empty promises. Our mission is to change the conversation by not just saying what we’re going to do, but also doing what we say. Similarly, we will hold you accountable to follow our recommendations and implement our strategy so your money and time are never wasted.


From our financial planning fees to our honest opinions, we are an open book when it comes to your concerns and questions. We take wealth management very seriously; with this responsibility comes a need for complete transparency into who we are, what we believe and how we can best serve your needs.


Even if you pick the option that we recommend the least, we will always stand by your decisions and values. There is always more than one way to achieve the same goal, and we want to make sure the path you take is what you want, not what we prefer. Your dreams and desires will always be our number one priority.


Before we dive deep into the details, we want to make sure we foster a mutually beneficial relationship where both sides are confident in the other’s actions and beliefs. Our prior experiences guide everything we do, and we hope that from the very beginning, you’ll feel secure and in smart, capable hands.


We pride ourselves on telling you what you need to hear — not what you want to hear. This means no sugarcoating. No secrets. And never anything but the absolute truth because you deserve open and honest communication about the causes and implications of your financial decisions.

Schedule a Meeting Today

Getting Started is Easy

We help you manage your finances so that your finances aren’t managing you.

When managing your money, we believe going the extra mile is always worth it in the long run. We’re “Experienced in Finance, but Invested in futures.”

Excitement for what the future has in store begins with confidence in your decisions. We’re here to help make sure the steps you take now help get you to where you want to be later.