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Preparing Financially for the New Year

Michael Wall, from Wall Financial Group, offers expert advice on how to prepare financially for the New Year.
Michael Wall, from Wall Financial Group, offers expert advice on how to prepare financially for the New Year.
 
Clients Saving for Retirement
  • Review Your Budget
  • Set Realistic Savings Goals
  • If Needed, Hire a Coach
 
Clients in Retirement
  • Review Risk/Fees
  • Reassess Goals
  • Get a Second Opinion
  • Create Secure Income Strategies
  • Search for Tax Savings
  • Create Legacy Planning
 
Since 2002, Wall Financial Group has been assisting clients nearing retirement or already in retirement with protecting their life savings and lessening the tax burden on their estates.
 
Michael Wall and the team at Wall Financial Group are an experienced group who can give you different strategies and better results! 
 
For more information on Wall Financial Group check out the short documentary overview of the firm. To discuss your retirement future, call (814) 943-2351 or email.

Michael’s book “Retire Once Retire Well: Uncovering and Avoiding pitfalls to keep your Retirement Safe” is available now!
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