Wallace Financial

Wallace Financial Wallace Financial utilizes insurance products, such as annuities and life insurance, to help you meet your financial goals.

Wallace Financial is a Better Business Bureau accredited independent financial services firm, which helps individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. We utilize insurance products, such as annuities and life insurance, to help you meet your financial goals. We can work in concert with investment advisors, tax professiona

ls or attorneys in either your personal network or our professional network in order to advise you on specifics aspects of your financial strategy. At Wallace Financial, we offer you retirement income strategies, asset protection, annuities, life insurance, tax minimization strategies, and long-term retirement care plans. Additionally, we often hold retirement planning seminars around the Metro-Detroit area. We strive to keep you updated on the information that matters most to you, your family, and your financial well-being. Receive your complimentary Social Security Timeline Report and Retirement Analyzer Report today! Contact us at [email protected] or call us at 248-864-8590

Give us a call to ensure you and yours are ready for retirement and beyond!
08/02/2023

Give us a call to ensure you and yours are ready for retirement and beyond!

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03/28/2023

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Banking Crises March | April 2023 NOW YOU KNOW NEWS YOU CAN USE I am contacting you with an extreme sense of urgency in response to the banking crises. Think back to 2008 and ask yourself what would y

Tax Season
06/22/2021

Tax Season

How to Pay Less Taxes March | April 2021 NOW YOU KNOW NEWS YOU CAN USE TAX SEASON With Tax Season upon us, I thought it would be a great time to share that in all my years of leaving people better off

Life Insurance During Covid-19
10/05/2020

Life Insurance During Covid-19

You don't want to miss this. September | October 2020 NOW YOU KNOW NEWS YOU CAN USE Life Insurance during COVID-19 A recent survey of American consumers found that 67% said the pandemic had prompted t

Economic Impact
07/10/2020

Economic Impact

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06/05/2020

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Thursday, June 4, 2020 ~ “We Are Open Michigan” with Paul W. Smith and Dayna Clark. Today’s spotlight is on Donna Wallace, Founder of Wallace Financial. Wallace Financial helps folks maximize their Social Security, minimize taxation moving inter retirement, but ...

04/17/2020
04/16/2020

Fixed Index Annuities are retirement savings and retirement income products with the goal of eliminating market risk in market downturns and they offer potential interest based on the performance of one or more stock market indices. Basically, a Fixed Index Annuity offers exposure to the bond and equity markets without direct participation. With the recent volatility of the stock market, this is the best time to preserve your hard earned money and reduce your exposure to market risk.

05/25/2016

At Wallace Financial, we utilize insurance products, such as annuities and life insurance, to help you meet your financial goals.

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

Address

26641 Southfield Road
Lathrup Village, MI
48076

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12488648590

Website

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