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Waller Financial Planning Group Blog

September 6 2016

Work Longer To Live Longer

There’s finally an answer to an age-old question: How can I live a longer, more satisfying life? The answer is work longer. Here is why.

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August 23 2016

7 Tips To Avoid Identity Theft

Unfortunately identity theft is common. Here are 7 tips to help you avoid identity theft.

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August 8 2016

Client Health: Recognizing the Loss of Cognitive Function

As clients age it is important for us to recognize the loss of cognitive function. Here is why client health is important.

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July 25 2016

Legacy Press: Summer 2016

This quarter’s Legacy Press summer newsletter provides insight to succession planning, philanthropic planning & becoming a non-profit board member.

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July 18 2016

Is The Media Influencing Your Financial Decisions?

Is the media influencing your financial planning decisions? Jason Eliason discusses how to protect yourself, so you don’t deviate from your portfolio.

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June 24 2016

Brexit Aftermath & What It Means For You

The Brexit vote has been determined. Here is what it means for your future.

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PHONE (614) 457-7026 FAX (614) 457-0911

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PHONE (239) 325-8505 FAX (239) 325-8506

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Waller Financial Planning Group

  • Home
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  • Community & Philanthropy
  • Media Center
  • Contact Us
  • ADV Part 3