CRIS WALLACE, CERTIFIED FINANCIAL PLANNER™

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Worried that your financial strategy is missing something?

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

Your Dreams Matter

At WG Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

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

Taxes

Estate Planning

We also offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts

Probate

Charitable Giving

Estate Giving

Tax Giving

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

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