Our Services Here at Waller Wealth Management we strive to 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 personalized process for financial improvement and reducing costs to improve outcomes for all our clients and members. To help 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 25 years. We here at Waller Wealth Management 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 help Create and Grow Wealth we offer the following:Appropriate InvestmentsAdequate Life InsuranceMinimize Income Tax with InvestmentsTo Preserve Your Wealth we can do an:Analysis of Overall Investment Portfolioo Asset Allocation Managemento Diversification Management,Analysis of Overall Insurance Plans (Life, Disability, Long-Term Care, and Liability) for:o Adequacyo Appropriatenesso Cost effectivenessFor Distribution of Wealth During Lifewe offer:Qualified Retirement Plans/IRAso Investment Issueso Distribution During Lifeo Distribution During Deatho Investment Concentration Issueso Taxation Issueso TransferabilityBusiness Succession PlansWho has durable Power of Attorney/Successor Trustee-Lack of Continuity IssuesGifting to Children/Descendantso Tax Sensitivityo ControlCharitable Gifting-History & Planso Tax Efficiencyo ControlTo further meet your needs we also offer the following products and services:Life InsuranceAnnuitiesIRA Roll-oversROTHSRetirement Income Programso Corporate-401Ko Small business-Individual IRA, Hartford Solo db, 401K, SEP-IRA, SIMPLE-IRA, 412(i)o Individual Accounts-Individual IRA, Sep-IRA, SIMPLE-IRA – ROTH IRAIndividual Disability Licensed in Georgia, Florida, Alabama, and Ohio. Have a Question? Name Email Address Phone Question Thank you! Oops!