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Proactive Planning

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Financial Consulting

Not every individual requires assistance in all areas of their financial picture and therefore do not require our Comprehensive Financial Planning service. Instead, clients may only require “project” type of help in one or two areas. This is where our financial consulting services with our various professional partners may be the right option for you.

With this service, they discuss what particular financial issue you need assistance with. They would gather information regarding your concerns, analyze your situation and develop strategies and recommendations.

At Wale Advisory Group, we guide our clients through the estate planning process by combining our expertise with that of our outside team of Certified Financial Planer /CFP™, CPAs, and other professional advisors, if needed.

Services

  • Retirement Planning
  • Financial Consulting
  • Insurance Planning
  • Estate Planning
  • Tax Planning

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10 Things to Know About Planning
Your Retirement Income ebooklet

 

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5860 Owens Ave. Suite 230
Carlsbad, California
92008 United States

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493
  •  jw@waleag.com

 

Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

© 2022 Wale Advisory Group Inc. dba Wale Insurance & Financial Services. All rights reserved.