Woodbury Financial Services

Welcome to Waller Insurance & Investments, Inc!
We offer Investments and Benefits for South Georgia!

At Waller Insurance & Investments we want to help you navigate your way to a secure financial future.  Whether your destination is enjoying your retirement, your children going to college, or providing your employees with adequate benefits, Ralph & Kendall Waller can assist you.  We believe the key to our success is building relationships first.  We hope you will visit our website often and take advantage of the host of research articles, newsletters, quotes, calculators, links, and  information posted about our company.

 

 Are you looking to save money on auto, home or business insurance? Contact us today for your free quote:

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Licensed in GA, FL, CO, AL, TN, OH

 

FINRA - www.finra.org

SIPC - www.sipc.org

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

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