National Philanthropy Day

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Working toward a greater good is what we strive for at Waller Financial. Philanthropy day is about celebrating the contributions of those who have made a difference in our lives and our communities. We are continuously inspired by so many of our clients who choose to positively impact the lives of those around them.

Legacy Press: Fall 2018

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Our Legacy Press Fall Newsletter covers advisor questions to ask during an interview, new tax considerations for divorcing couples, and financial planning month.

Financial Planning Month: Investing

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Investing is a great way to maximize your assets. Without a clearly defined strategy, you are bound to make emotional and irrational decisions. For financial planning month, we want to provide you with some great resources on creating a strategy that works for you.

Financial Planning Month: Estate Planning

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Getting your estate plan together shouldn’t be done lightly. It requires time, patience and a lot of thought. Having your estate plan together ensures that your wishes are met in the case of injury or death. This week, we have compiled some of our best estate planning articles to keep you informed.