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Summer 2010
summer 2009

Fact

Since 1860, the United States has only experienced three "double-dip" recessions, with the last occurring from 1980 to 1982.

– according to "Double-Dip Recession Unlikely." The Business Times. August 2010.

Quote

"The real source of wealth and capital in this new era is not material things. It is the human mind, the human spirit, the human imagination, and our faith in the future."

- Steve Forbes

Inside
News and Notes

Promotion

Waller Financial team member Shawn Ballinger was recently promoted to Senior Planner.  Shawn, who has been with Waller Financial since August 2005, will manage all aspects of client relationships including financial plan development and investment management.  The entire team would like to congratulate Shawn and wish him the best in his new role!

 

Waller Financial Golf Outing Results

Waller Financial would like to congratulate Jason Eliason, Scott Rendle, and Larry Waller on winning the Waller Cup at the annual golf outing. The win supplants Tiffany Shively and her team who were vying for their fourth straight victory.


 

 

Holiday Office Schedule

In observance of the holiday, Waller Financial Planning Group’s offices will be closed Monday, September 6 in observance of the Labor Day holiday.


941 Chatham Lane Suite 212, Columbus, OH 43221 Ι Phone: 614-457-7026 Fax: 614-457-0911

801 Laurel Oak Drive, Suite 610, Naples, FL 34108 Ι Phone: 239-325-8505 Fax: 239-325-8506


Email: svidosh@waller.com