Jennifer Wallace Insurance & Financial Solutions
Financial Services - N/A, N/A, CA
Jennifer Wallace Insurance & Financial Solutions Employees
Jennifer Wallace Insurance & Financial Solutions Senior Management
Jennifer Wallace Insurance & Financial Solutions Details
My passion is to promote financial literacy and assist clients to better their own financial health and reach their goals. A key focus of my practice is nurturing an ongoing, lifelong relationship with my client built on trust, honesty and integrity. With over a decade's experience in the financial services industry, I work with service-based small business owners to isolate their personal and business financial goals, and implement the best solution available to meet those unique needs through a custom-designed Personal Financial Plan. I'm able to offer my clients the most suitable options available in the marketplace today while simplifying the process so that the client fully understands the components and rationale of their financial plan.Services offered include:• The creation and implementation of a goal-based holistic Financial Protection Plan• Retirement Income Planning• Small business startup or growth planning• When applicable, tax and estate planning will be integrated into the Financial Protection Plan and its recommendations and strategies• Cashflow management and debt reduction planning• Mortgage planning and alternatives *• Alternative investment advising (i.e. real estate investment)*refer to mortgage professional for negotiation and placement of financing
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