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Summer 2009
Announcement
Waller Financial Planning Group is proud to announce that it has been selected by Wealth Manager Magazine as a “Top Wealth Manager.” The magazine has recognized Waller Financial Planning Group as one of the top advisory firms in the United States, and will include the firm in its July/August 2009 issue.
Quote
"If we had no winter, the spring would not be so pleasant; if we did not sometimes taste of adversity, prosperity would not be so welcome.”
- Anne Bradstreet
Inside
Announcement
Waller Financial Planning Group is proud to announce that it has been selected by Wealth Manager Magazine as a “Top Wealth Manager.” The magazine has recognized Waller Financial Planning Group as one of the top advisory firms in the United States, and will include the firm in its July/August 2009 issue.
Quote
"If we had no winter, the spring would not be so pleasant; if we did not sometimes taste of adversity, prosperity would not be so welcome.”
- Anne Bradstreet
Inside
News and notes
Congratulations
Waller Financial would like to congratulate Larry Waller for receiving the 2009 David Cohen Lifetime Achievement Award. The Columbus, Ohio chapter of the National Association of Insurance and Financial Advisors presented Larry the Award at its spring meeting. The entire Waller Financial team is honored to have worked with Larry during his prestigious career and wishes him many years of continued success.
Holiday Office Schedule
The Waller office will be closed on August 21, 2009 for the company’s annual Waller Family Picnic and Golf Outing held at Deer Creek. Waller Financial Planning Group’s offices will be closed Monday, September 7 in observance of Labor Day.
Making a Difference
Waller Financial congratulates Tiffany Shively for her commitment to making a difference in the lives of children in the community. Tiffany has volunteered with the Make a Wish Foundation to assist in making two wishes come true in the past twelve months. Waller Financial is proud to highlight Tiffany’s work as just one example of the commitment toward improving the community shared by the entire team.
CongratulationsWaller Financial would like to congratulate Larry Waller for receiving the 2009 David Cohen Lifetime Achievement Award. The Columbus, Ohio chapter of the National Association of Insurance and Financial Advisors presented Larry the Award at its spring meeting. The entire Waller Financial team is honored to have worked with Larry during his prestigious career and wishes him many years of continued success.
Holiday Office Schedule
The Waller office will be closed on August 21, 2009 for the company’s annual Waller Family Picnic and Golf Outing held at Deer Creek. Waller Financial Planning Group’s offices will be closed Monday, September 7 in observance of Labor Day.
Making a Difference
Waller Financial congratulates Tiffany Shively for her commitment to making a difference in the lives of children in the community. Tiffany has volunteered with the Make a Wish Foundation to assist in making two wishes come true in the past twelve months. Waller Financial is proud to highlight Tiffany’s work as just one example of the commitment toward improving the community shared by the entire team.