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Year-End Financial Checklist
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Let Greg help you plan your financial future is all you want it to be.
Our mission is to impact our community by providing customized and honest financial advice to all of our clients. We accomplish this by applying the principles of trust, respect, integrity, confidentiality and commitment when helping our clients build and protect their wealth while exceeding individual aspirations.
To learn how Greg and his team can help you, please click the Tabs above!
Forbes has recognized Greg Wallace as one of the top financial security professionals in Minnesota Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Disclosure: Forbes Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes has recognized Greg Wallace as one of the top
financial security professionals in Minnesota. Many thanks to our
hardworking team, amazing clients, and partnership with Northwestern
Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2023), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual(NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning