You work hard and should be able to invest in the things you want and need in life. With the right advice and strategy, you can do just that. Imagine having someone who can guide you on saving for your child’s education or for the retirement you’ve always dreamed of. Or, imagine having a great idea for a business, but you have to get the funding squared away first. Financial advice with your best interest at heart is just a phone call away.
Contrary to popular belief, you don’t have to have a great amount of wealth to benefit from a financial advisor. So, whether you are very comfortable or just getting by, there are ways Wallace Accounting & Advisory can help you.
Our Financial Advisory Services
Financial advising is based specifically on the needs of the client. That’s why we take a personalized approach every time. Your current situation and goals for the future will vary drastically from those around you.
Our team will take the time to get to know you and what it is you want to achieve. We don’t push products or make strategies based on commission. We simply work for you. We discuss your options and help you make informed decisions about your money and your investments.
The Fiduciary Standard
We make it a rule in our office that we put our clients first. To ensure that this happens, we strictly adhere to the fiduciary standard of care. That means we put our clients best interest above our own - without regard for how it affects us, personally or financially.
Why Choose Us?
Not every investment or financial strategy is right for every person. That’s why, at Wallace Accounting & Advisory, we work hard to nurture the relationships we have with our clients. This enables us to offer personalized financial plans for each client. And, thanks to the different experiences of our team members, we all have something to bring to the table, regardless of your current wealth, the level of complexity, or the goals and objectives you are trying to achieve.
We want to work with you and support you in your growth - whether for a specific purpose or just general growth for your future. Let’s just say it's a passion of ours and we are dedicated to what we do.
Frequently Asked Questions
What are the benefits of financial advisory?
Working with a professional financial advisor helps you reap many benefits, such as:
Minimizing risks
Avoid emotional decisions
Strategize your investments
Reduce your tax liability
And more
Why is an accountant ideal for financial advising?
Accountants are very detail-oriented and great with overlooking your current financial situation, strategizing growth, and forecasting for the future.
What if I am scared to take great risks with my money?
If risk is something you are adverse to, then so are we. Remember, we have your best interest in mind with every decision made. We get to know you and understand what it is you’d like to accomplish - and we work together to make it happen.
How can I get started?
If you want to learn more about our financial advisory services and how they can help you meet your financial needs, call Wallace Accounting & Advisory today at (214) 741-6721.