Services

W. Wall and Company, Inc. specializes in providing guidance and investment strategies for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $100,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.

How I Can Help

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help you reduce these risks through a wide
range of services and solutions, including:

Retirement Planning

  • Review goals
  • Create customized Retirement Plan
  • Determine and strategize for a lifetime income stream
  • Social Security Optimization
  • Monitor and review for life changes

Financial Strategies

  • Review goals
  • Create custom-tailored financial strategies
  • Implement strategy
  • Track progress
  • Rebalance and revise for life changes

Insurance Reviews

  • Annuities
  • Life
  • Long-Term Care

Tax Planning

  • Review and recommend ways to reduce or eliminate taxes
  • Opportunities to reduce or eliminate taxes

Estate Planning

  • Review goals
  • Inventory your assets and their value
  • Monitor and review for life changes

Education Planning

  • Review goals
  • Understand tools that will help you save
  • Find the right accounts and investments
  • Implement strategy
  • Monitor and review for life changes

Long-Term Care Planning

  • Individual plans
  • Assest based long-term care
  • Life insurance based long-term care