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 or this presentation. “Rocket City Retirement Show” on WZDX, WVNN, WBHP, WGSV & WKAC 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
We are a financial advisory firm located in Huntsville Alabama. 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 planning, and legacy planning.
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.
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.
Our Financial Advisory Services
Retirement
Investment
Management
Tax Planning
Legacy Planning
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- both private sector and FERS; Social Security and Medicare advice.
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 or this presentation. “Rocket City Retirement Show” on WZDX, WVNN, WBHP & WKAC 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.
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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.
