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Legacy Press Winter 2016

Waller Financial Newsletter 2016

 

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

 

What is in the Legacy Press: 

  • Why rebalancing your portfolio is important
  • How biases can hold you back in your investment process
  • Charitable Lead Trusts
  • Important Tax Dates

 

Legacy Press

 

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

 

P: 614-457-7026

E: info@waller.com

 

Tags: Legacy Press waller financial newsletter

By: Waller Financial

Posted January 19, 2016 and filed under Newsletter.

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Columbus, Ohio Office

941 Chatham Lane, Suite 212, Columbus, Ohio 43221

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

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801 Laurel Oak Drive, Suite 710, Naples, Florida 34108

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

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