Plan for a Confident Retirement

Retirement Income Services

Retirement Planner in Huntsville, AL and Brentwood, TN

Cris Wallace, CFP®, at WG Financial Group, focuses on helping pre-retirees and retirees design personalized retirement plans to achieve their goals. Transitioning from earning a paycheck to relying on your savings requires a shift in mindset and strategy. Using our RITE Retirement® Process, we help ensure your nest egg is prepared to support you through this new phase of life.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® 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.

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Why Retirement Planning Matters

Retirement offers a significant opportunity to achieve your financial goals. With a well-thought-out plan, you can minimize the chances of financial shortfalls. As a guiding figure in your family, it's important to thoughtfully plan for your financial future. With WG Financial Group, you’ll have the guidance needed to make informed decisions and the confidence that comes from having a solid plan in place.

“At some point, you have to have confidence in your financial plan — and give yourself permission to spend your money.”

– Cris Wallace, CFP®, ChFC®
President of WG Financial Group

The RITE Retirement® Process

Many of our clients do not want to be parked in front of their computer watching their accounts daily. They want to live those dreams and achieve those bucket list items that have been on the back burner for years. That’s what our RITE Retirement® Process is designed to do—allow you to have a smooth ride without all the volatility.

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Tailored to Your Unique Needs

The unique quality about individuals and families is that we are all different in our own ways. This holds true for their financial situations as well. At WG Financial Group, we don’t believe in a cookie-cutter model, as we tailor retirement financial plans to fit and meet the unique and specific needs of each family.

Trust & Time: Your Most Valuable Assets

Trust and time are two of the most valuable assets in retirement planning. At WG Financial Group, we understand the importance of finding a trusted advisor, which is why we encourage families to explore their options before choosing a planner. With Cris Wallace, a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®, you gain the experience and education needed to make informed decisions.

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The RITE Retirement® Show.

Tune in to The RITE Retirement® Show to gain valuable insights and practical advice from seasoned financial advisors.

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