Waller Financial Summer 2017 Newsletter


Every quarter, we provide you with our financial planning newsletter, written by our Certified Financial Planners, to keep you updated and informed.


What’s in the Legacy Press:
  • 4 important reasons why you should work with a Certified Financial Planner™
  • Have an over-funded 529 account? Jason Farris discusses the options you have
  • To lease or buy a car is a question we get often. Charlie illustrates the main differences between leasing and buying.



Legacy Press Summer Newsletter



As always, please call or email us if you have any questions or having problems accessing the Legacy Press.


P: 614-457-7026

E: info@waller.com