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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 Investments
  • Adequate Life Insurance
  • Minimize Income Tax with Investments

To 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
  • 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

  • Individual Disability

 

Licensed in Georgia, Florida, Alabama, and Ohio.

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