Wallingford Financial and College Planning Services

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Wallingford Financial and College Planning Services Expert financial and insurance planning - schedule your consultation today. Available by appointment We created The Future Vision Program™.

The program helps you develop a three-part blueprint to achieve your dreams, both personal and financial. It also helps you avoid The Pipe Dream Problem™

We created The Future Vision Program™ based on our experience working with hundreds of clients over three decades. We have learned that most people do not have a blueprint to make their dreams come true. They have purchased many financial products, and have advisors, but they have not focused on achieving what they really want in their life. Because they don't have a plan, they often feel stressed and worried unnecessarily, and they end up with not enough money to retire. Sadly, as well, their dreams don't come true. We call this The Pipe Dream Problem™. However, when you create a plan to make your dreams come true, and have someone hold you accountable, and give you support on an on-going basis, it is much more likely that your dreams will come true. You will also feel more relaxed and comfortable, and most likely have enough money to retire. That's why we recommend you do three things:
1. Honestly assess how you feel about your current situation;
2. Create a written vision for your future (what are your life dreams?); and
3. Create and implement a blueprint to achieve your dreams. Helpful sites:
mycollegeinfo.com
collegeboard.org
americancollegefoundation.org
ssa.gov

Many people are surprised to learn that Medicare does not cover most long-term care services, and by the time that gap b...
11/01/2026

Many people are surprised to learn that Medicare does not cover most long-term care services, and by the time that gap becomes a reality, planning ahead is no longer an option.

So, in honor of National Long-Term Care Awareness Month, we are breaking down what Medicare actually covers, where it falls short, and how long-term care insurance can help fill those gaps. Swipe through to learn more.

We hope you found this overview helpful. And, as always, if you have any questions about your coverage, please don't hesitate to reach out. We are happy to help you think it through.

On November 1st, daylight saving time ends, and the clocks fall back an hour. This shift not only gives us an extra hour...
10/31/2026

On November 1st, daylight saving time ends, and the clocks fall back an hour. This shift not only gives us an extra hour of much-needed sleep but also serves as a timely reminder to take care of a few things around the house as we approach winter.

So, that said, here is a quick home checklist worth running through as the days get longer:

✅Turn back any clocks that do not automatically adjust themselves before bed on Saturday night.

✅Test and replace the batteries in your smoke and carbon monoxide detectors. This is one of the easiest ways to keep your household safe heading into winter.

✅Check your outdoor and security lighting. As daylight hours get shorter, having well-lit outdoor spaces can be a key safety step.

Taking care of these small to-do list items can make a real difference in how safe and prepared your home feels all season long.

As always, if there is anything we can assist with, do not hesitate to reach out. We are here to help.

Marketplace Open Enrollment begins November 1st, and whether you're looking to keep your current health plan, switch to ...
10/28/2026

Marketplace Open Enrollment begins November 1st, and whether you're looking to keep your current health plan, switch to something better, or find coverage for the first time, a little preparation now can make the process a whole lot smoother.

Swipe through for the key dates to know and a few steps to help you feel more prepared.

Navigating health insurance options can feel overwhelming, and we are here to help make sure you go into this enrollment period feeling informed and confident. So, if you'd like help reviewing your options or have questions about what plan might be the right fit, please don't hesitate to reach out to our team.

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
10/26/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

October has a way of sharpening our focus. The year is winding down, the to-do lists are getting longer, and there is a ...
10/23/2026

October has a way of sharpening our focus. The year is winding down, the to-do lists are getting longer, and there is a quiet but real pressure to finish strong.

This quote is a good one to carry into the final stretch. Having a vision is one thing, but doing the work to make it real is another. That is where leadership, whether in business, on a team, or in your own life, truly lives.

As you head into the rest of October, what is one vision you are actively working to bring to life right now? Share it in the comments. We would love to cheer you on.

It’s the spookiest time of the year again! 💀 In the spirit of spooky season, we wanted to share a few helpful tips to ke...
10/21/2026

It’s the spookiest time of the year again! 💀

In the spirit of spooky season, we wanted to share a few helpful tips to keep you and your family stay safe and worry-free this Halloween:

🎃 Carry flashlights or wear reflective costumes to ensure you’re easily seen by passing cars, and encourage children to look before walking on the road.

🎃 Help your child choose costumes that fit well and don’t obstruct vision or movement. A great costume can still be safe!

🎃 Be extra careful when crossing the street. Drinking and driving is, unfortunately, very common on Halloween. Take extra care while traveling or trick-or-treating.

🎃 Carefully inspect candy before indulging in late-night treats. In particular, look for signs of tampering, including discoloration/unusual appearance and tiny holes or tears in the wrapping.

🎃 If your furry friends join in on the Halloween fun, make sure all dogs are on a leash or securely indoors to avoid escape or accidents.

Let us know in the comments what YOU are dressing up for this Halloween! 🦇👻

The holiday season has all of us thinking about what to gift our loved ones. While you might be shopping for jewelry, cl...
10/16/2026

The holiday season has all of us thinking about what to gift our loved ones. While you might be shopping for jewelry, clothes, or electronics, our team wants to share another item to add to your gift list this holiday season: life insurance.

Life insurance isn't the most common gift, but it can be a powerful long-term investment that can help support you and your family for years to come. Swipe for a few ways life insurance can pay off in the long run.

So, if any of this resonates with you and you'd like to talk through setting up a new policy or revisit a current one to make sure it's keeping up with your needs, don't hesitate to reach out to our team. We are here to be a resource for you.

October is home to some truly unforgettable moments in history that remind us how one bold idea can shift the course of ...
10/14/2026

October is home to some truly unforgettable moments in history that remind us how one bold idea can shift the course of everything that follows. Here are three we are celebrating this month:

🏰 October 1, 1971 - Walt Disney World opened its doors in Orlando, Florida, welcoming families to what would become one of the most recognized destinations on earth. Beyond the rides and the magic, it became a global symbol of American imagination and storytelling, continuing to draw millions of visitors every year.

📞 October 9, 1876 - Alexander Graham Bell and Thomas Watson completed the first long-distance, two-way telephone conversation over outdoor wires, connecting Boston to East Cambridge.

🎵 October 23, 2001 - Steve Jobs introduced the iPod with the now iconic slogan "1,000 songs in your pocket." This changed how we listen to music and laid the groundwork for the iPhone and the modern smartphone era we live in today.

These moments continue to inspire us to think bigger, dream bolder, and never underestimate the lasting impact of one great idea.

Which of these October milestones resonates with you the most? Drop a comment and let us know!

October 12th is Indigenous Peoples' Day, a day to honor the cultures, histories, and enduring contributions of Indigenou...
10/12/2026

October 12th is Indigenous Peoples' Day, a day to honor the cultures, histories, and enduring contributions of Indigenous communities across North America.

So much of Indigenous history, tradition, and perspective is woven into the story of this country, and this is a good day to explore it a little more.

The Smithsonian's Native Knowledge 360° program is a wonderful place to start, covering everything from Indigenous history and culture to civics and geography, all developed in partnership with Native communities.

Wishing you a meaningful and reflective Indigenous Peoples' Day.

Have you heard of income-related monthly adjustment amount (IRMAA) exemptions?These exemptions can be powerful money-sav...
10/09/2026

Have you heard of income-related monthly adjustment amount (IRMAA) exemptions?

These exemptions can be powerful money-saving tools if your life has changed over the past year. As Medicare agents, our team wants to make sure you are fully informed about what they are, how they work, and how you can request one if needed.

Swipe for a brief overview of IRMAA exemptions.

Dealing with Medicare costs is stressful enough without having to pay more than necessary. If any of these life-changing events apply to your situation, it is a good idea to explore whether or not filing for these exemptions would make sense for your situation.

That said, our team is happy to walk you through the process and help you determine whether you qualify. Feel free to reach out anytime. We are here to help.

Address

236 Southwest 171st Street
Normandy Park, WA
98166

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12062412634

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