Products & Services

Wallace Wealth Management

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“Helping you manage taxes and focus on long-term wealth”

 

scalesInvestments:
• Stocks
• Bonds
• Mutual Funds
• Exchange Traded Funds
• Government Securities
• Variable Annuities

 

Retirement & Financial Planning:
• IRAs
• Roth IRAs
• Business Retirement Plans:
–    Simple IRAs
–    SEP IRAs
–    401(k)s
–    Profit Sharing & Pension Plans
• Retirement Planning
• Education/College Planning
• Estate Planning

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Insurance:
• Life Insurance
• Long Term Care Insurance

 

 

 

  • Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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  • Securities and advisory services offered through LPL Financial, member FINRA/SIPC.
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  • The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Tennessee, Alabama, Colorado, Illinois, Indiana, Kentucky, Missouri, Mississippi & New Jersey.