When it comes to financial matters
Experience Counts
Of course the experience your financial advisor has is crucial. But, your own experience, the trust, comfort level and confidence you have with him makes all the difference. I never forget that.
Saving Solutions
There is a variety of saving plans which can be tailored to your needs, including:
Tax Exempt Savings
Regular Savings..
Tax Planning
Inheritance tax planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you’re gone.
University Fee Planning
We all want our children to have good prospects, which is why education fees planning is a vital wealth
management matter that shouldn’t be overlooked.
Investments
Accumulating wealth throughout your life takes persistence, discipline and focus. It is a journey and you need a trusted advisor to set up and steer a course that guides you to your destination. We’re in this with you all the way.
Mortgages
You are in great hands with Wallace Capital Group. We are well equipped and tenacious to get you the best possible rates and terms for government mortgages, including FHA, VA, and USDA, conventional mortgages, foreign national mortgages, or mortgages.
Retirement
Let’s structure a retirement plan that saves you taxes and accumulates money for retirement years. Self-employed? Let’s talk about a plan that allows you to make tax deductible contributions to a defined benefit retirement plan and drastically.
Life Insurance
About
I am Phillip Wallace, and this is more about Phillip, in a warm, personal and inviting tone. I look forward to working with you.
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Testimonials
Read what my clients say about my level of service and the success that they’ve achieved
Financial planning is a team sport.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum