Leaving a Legacy

Over 35 years ago, Larry Waller began Waller Financial Planning Group with the intent of improving the lives of those in his community, not just by providing sound financial advice but also by providing time and energy to those in need. Waller Financial Planning Group has continued to build on this vision, and has attracted clients who share a core belief in community philanthropy.

Waller Financial continues to strive to help clients leave a lasting legacy in the community. Whether it is through the offering of time, money, or knowledge, many our clients have left a unique resonance of themselves in this world. To date, clients have pledged over $55 million dollars to a wide variety of worthy causes. In 2007, Waller Financial employees established a fund in recognition of our clients’ efforts. Each year employees will not only give to the fund, but will actively engage in the distribution of both money and time to the causes supported by the fund.

Waller Financial assists clients in leaving a legacy by incorporating comprehensive philanthropic giving into their overall financial plan. To learn more about how you can incorporate your legacy into your financial future, please call a Certified Financial Planner® at 614-457-7026.