At Wall Financial Group, Inc. we specialize in assisting affluent clients who are already in retirement or soon approaching retirement with strategies to protect their wealth, insure potential risks and help them appropriately plan their estate to reduce the tax burden. We have been blessed with the opportunity to help affluent families since 2002.
It is important to understand there are different types of advisors for the two stages of your life. The working stage and the retirement stage. At our firm we specialize in the retirement stage. This includes clients who are currently retired, as well as families who are 5-10 years from retirement.
The financial world has become so complex, that in order for a client to maximize wealth in their stage of life, they must be working with professionals who have a specialty. This is why we choose to be selective.
We focus on protecting and growing wealth, as most of our clients are at the stage where they are looking for ways to reduce the market risk on their life savings. In addition, it is a top priority to discover any methods possible to reduce or even eliminate tax for our clients and at the same time assist them with wise strategies to set up and transition their estate. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
We understand how important it is for you to be able to trust your retirement professional, particularly in the wake of all the uncertaintees we see day in and day out in the world in which we live.
Michael Wall and the team at Wall Financial Group are experienced, responsive, and understand your need for integrity and transparency and privacy.