Monica Matzner's Contact Details

Monica Matzner's Company Details

Wall3 Financial

Lubbock, TX, US • 5 - 9 Employees
Insurance

Wall3 Financial is an independent firm specializing in the products & services listed below. Our first priority is your success!.....We want to understand your personal situation, identify your goals, and then help you achieve them. Founded in 2011, long-term relationships that encourage open and honest communication have been the cornerstone of our success. Here are some of the services we offer:Insurance Consulting- We can provide you with consultations that give you sound advice about life, disability, and long-term care insurance to make sure you are protected from life altering accidents.Retirement Strategies- Let us implement an investment strategy that is geared specifically for your retirement in order to flourish in your retirement and achieve the financial goals you never dreamed possible.Wealth-Building Programs- We can provide you with investment strategies in order to maximize your wealth and reach your financial goals.Physician-Only Insurance Benefits - We provide life, disability, and long-term care insurance that is specifically written for physicians that provides physician-only benefits.Business Risk Consulting- We can advise business owners on the implementation of Informal Business Valuations, Key Person Insurance, Buy/Sell Reviews, andNon-Qualified Benefits.Our Core Values- Deep Respect for the Individual - Integrity in Thought and Action - Teamwork Supported by a Family-Oriented Culture - Relentless Commitment to Excellence.....How can we help you?Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.