We are passionate about helping our clients avoid unnecessary risk with their hard-earned retirement assets. Since 1998, Wallace Financial has been working with friends and neighbors throughout the greater Detroit area to help meet their financial goals through the use of insurance products. We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients.
When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future.
When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future.
Services
At Wallace Financial, we're passionate about helping our clients avoid unnecessary risk with their hard-earned retirement assets. Our mission is to genuinely listen, educate and provide you with truly personalized and innovative financial strategies that bring you greater clarity and confidence in your retirement years.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
At Wallace Financial, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as Social Security optimization, retirement income strategies, tax minimization and asset protection. Often, our seminars include guest speakers and special activities, as well as take-home materials.
It is important to feel you have control over your future. At Wallace Financial, we offer our experience and knowledge to help you design your own strategy for financial independence. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
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