Please note our Huntsville office has moved to 305 Quality Circle NW Suite B, Huntsville, AL 35806. New Phone Number: 256-217-9909
Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Find Confidence
in Your
Financial
Strategy

We’re here to help you feel confident in your financial future

As Seen and Heard On

 

 

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. “Rocket City Retirement Show” on WZDX, WVNN, & WBHP are a paid placement.

Find Confidence
in Your
Financial
Strategy

We’re here to help you feel confident in your financial future

As Seen On

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm or this presentation. Your Retirement Matters on WVNN & WBHP are paid placements.

Financial Planner in
Huntsville AL and Brentwood, TN

We are a financial advisory firm located in with offices in Huntsville, Alabama and Brentwood, Tennessee. Our firm focuses on individuals and families who are nearing, or are already in those proverbial golden years. We strongly believe that there are four major pillars that should be addressed in every comprehensive financial plan. Those four pillars are retirement income, investments and insurance, tax-efficient strategies, and estate and legacy strategies. As your financial advisor, our experience, education, and work ethic will help provide assistance and personal guidance for your family as you navigate those uncharted waters.

The RITE Retirement™ Process

Our RITE Retirement™ process consists of four pillars we strongly believe should be addressed when constructing a well-thought-out written retirement plan.

Retirement Income

Investments and Insurance

Tax-Efficient Strategies

Estate and Legacy Strategies

Our financial services include:  Comprehensive financial planning; Investment and Wealth Management– IRA and 401(k) rollovers; Several types of insurances- Annuities, Life, Long Term Care, and Medicare;  Investment tax planning; Legacy planning; Pension decisions; Social Security and Medicare advice.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business WG Financial Group. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WG Financial Group are not subject to investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Cris Wallace is a CERTIFIED FINANCIAL PLANNER™ Professional

 

 

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. “Rocket City Retirement Show” on WZDX, WVNN, & WBHP are a paid placement.

Cris has been registered as an investment adviser representative for 11 years and he currently holds an insurance license to help many families achieve their goals. Cris is a strong believer in education, as he holds two of the highest designations in the planning industry – CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Consultant®. Before entering the field of financial planning, Cris was a former plant manager for a Tier 2 Automotive Plastics company so he relates well with hard working families.  In the field of financial planning, he recognizes not every family has the same design or blueprint.  

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.

About WG Financial Group

At WG Financial Group, our main goal is to provide value to enhance the lives of those we come into contact with on a daily basis. After spending years in the industry, we have learned a lot about what to do, as well as what not to do. Our process lends itself to be more of a teaching approach. We feel individuals and families make better and more informed decisions based on their level of knowledge.

WG Financial Group Advisors
Plan Your Finances

Why is it Important to Plan and What To Expect

Our thought process is simple: How do you know where to go if you don’t have a map or plan? Many families today are about to embark on a journey, a road not traveled, one that could last about one third of their life, with no plan. Our financial planning process works to provides confidence, as it outlines what you can expect after you stop working.

Insurance products are offered through the insurance business WG Financial Group. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by WG Financial Group are not subject to investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. Your Retirement Matters on WVNN & WBHP are paid placements. 1897462-1/24