Please note our Huntsville office has moved to 305 Quality Circle NW Suite B, Huntsville, AL 35806. New Phone Number: 256-217-9909
Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Cris Wallace, CERTIFIED FINANCIAL PLANNER™

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Legacy Planning

Legacy Planning Services in
Huntsville AL

Legacy planning is often forgotten about by many families and financial firms.  Let’s face it, it’s not easy talking about passing away, but that doesn’t mean legacy planning should never be discussed.  While we do not provide legal services, we do work with several estate planning attorneys in the local Huntsville area to ensure families have the proper legal documents in place.

Estate Planning Hutnsville AL
Legacy Planning

Helping You Every Step of the Way

At WG Financial Group, we want to be there with you every step of the way with your planning.  We will ask the hard questions.  We’ll play devil’s advocate to help you think critically about your assets and where they are going when you are called home.  

Help Protect Your Hard
Earned Assets

We work hard for most of our lives so we can save for retirement and to leave a legacy to our families when we are gone.  While we are here, we face several risks- one of which is long term care.  Having the proper long term care in place to help protect your assets is a important piece to a plan.  Most people don’t ever plan to use it, but are glad they have it in place when that unfortunate time comes.   Once you leave this earth, having the proper legal documents in place to help ensure your legacy is carried out the way you intended 
Protect Your Assets

WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

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.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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. Your Retirement Matters on WVNN & WBHP are paid placements. 1897462-1/24