Here at Waller Insurance &Investments we help individuals, families, business and company entities become financially secure by working with their current budget to reach strategic financial goals using proven strategies to produce results. We have developed a unique process for financial improvement and reducing costs to improve outcomes for all our clients and members. To achieve that goal, we will work closely with each client to better understand the unique challenges involved. Our products and services have been of the highest quality available in the financial services industry for more than 20 years. We here at Waller Insurance & Investments strive to exceed our client’s goals and expectations because we sincerely believe that you are an important part of our family. In order to meet the needs of our clients and help them meet their financial goals we offer a variety of products and services.
To Create and Grow Wealth we offer the following:
· Appropriate Investments
· Adequate Life Insurance
· Minimize Income Tax with Investments
To Protect and Preserve Your Wealth we can do an:
· Analysis of Overall Investment Portfolio
o Asset Allocation Management
o Diversification Management,
· Analysis of Overall Insurance Plans (Life, Disability, Long-Term Care, and Liability) for:
o Adequacy
o Appropriateness
o Cost effectiveness
For Distribution of Wealth During Lifewe offer:
· Qualified Retirement Plans/IRAs
o Investment Issues
o Distribution During Life
o Distribution During Death
o Investment Concentration Issues
o Taxation Issues
o Transferability
· Business Succession Plans
· Who has durable Power of Attorney/Successor Trustee-Lack of Continuity Issues
· Gifting to Children/Descendants
o Tax Sensitivity
o Control
· Charitable Gifting-History & Plans
o Tax Efficiency
o Control
To further meet your needs we also offer the following products and services:
· Life Insurance
· Variable Annuities
· IRA Roll-overs
· ROTHS
· Retirement Income Programs
o Corporate-401K
o Small business-Individual IRA, Hartford Solo db, 401K, SEP-IRA, SIMPLE-IRA, 412(i)
o Individual Accounts-Individual IRA, Sep-IRA, SIMPLE-IRA – ROTH IRA
· Group & Individual Health Insurance
· Dental Insurance
· Long-Term & Short Term Disability
· Supplemental Insurance
· Cancer Policies
Licensed in Georgia & Florida
