Waller Financial Legacy Press newsletter


Every quarter, our Certified Financial Planners provide you with news and information about financial planning.


Legacy Press Newsletter


In the Legacy Press:

  • Contributing a gift to a 529 plan
  • [Q&A] Charlie Kerwood’s 25th work anniversary
  • 5 financial pitfalls to avoid


As always, please do not hesitate to call our office if you have any questions.


P: 614-457-7026

E: info@waller.com