Wallace & Wallace

Dedicated Guidance for a Secure Future

Wallace Insurance Services, Inc. stands as a trusted partner in navigating the complexities of risk management and financial planning. We believe in honest, straightforward advice and building lasting relationships with our clients.

Who We Are

Led by Chris Wallace, who boasts over 25 years of experience in the insurance and investment industry, our team is passionate about empowering clients to make informed decisions about their financial future. Chris's thoughtful, innovative approach and direct communication style have earned him a reputation as a trusted advisor.

How We Can Help

Our comprehensive approach to financial planning involves:

1. Understanding your goals: We work closely with you to identify your unique goals and aspirations, ensuring your plan aligns with your individual circumstances.

2. Analyzing your current plan: We meticulously review your current insurance coverage and investment portfolio, identifying potential gaps, weaknesses, or areas for improvement.

3. Providing personalized recommendations: Based on our analysis, we offer tailored recommendations to strengthen your financial plan, including:

• Risk mitigation strategies: Identify potential risks and implement safeguards to protect your assets and loved ones.
• Retirement planning: Develop or refine your contributions and investment approach to secure your future.
• Employee benefits review: Optimize your employee benefits packages to maximize coverage and cost-effectiveness.
• Succession planning: Ensure a smooth and orderly transfer of wealth and assets to the next generation.

4. Ongoing support: We are committed to your long-term success. We regularly review and update your plan to ensure it remains effective and adequately addresses your evolving needs and goals.

Our Philosophy

At Wallace Insurance Services, Inc., client satisfaction is our top priority. We prioritize:

• Transparency: We explain complex concepts in clear and understandable language.
• Accessibility: Responsive communication and personalized attention are always available.
• Shared understanding: We believe collaborative planning leads to successful outcomes.