CRIS WALLACE, CERTIFIED FINANCIAL PLANNER™

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Find Confidence in Your Financial Strategy

We’re here to help you build a better retirement.

3 Steps to Retirement Success

1

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2

Evaluate

Using our RITE Retirement™ process, we’ll examine your current financial situation, and determine your retirement needs.

3

Plan

Receive a custom strategy to help you reach your unique retirement goals.

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Wondering How to Create Income in Retirement?

Download this four-page guide that answers common misconceptions to help you decide if an annuity might be right for you, including what you need to know to understand annuities, why savings alone may not be enough for your retirement and how annuity withdrawal options work.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

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