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
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.
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.
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.
