Nothing compares to the feeling of helping a family or individual plan for their financial future.
I understand teamwork; therefore, the plan that we develop is a collaborative effort that is in the best mind of my clients addressing each of their: Short, Intermediate and Long Term Goals
I'm Most Proud Of: After an appointment the satisfaction that I was able to provide the tangible solutions to my clients and handshake of approval is an awesome feeling and sign of approval for both parties !!
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Property & Casualty: CA, DC, IL, VAVariable Annuities: CASecurities License: CAVariable Life Insurance: (CA License #0J22378)Fixed Annuities: (CA License #0J22378)Life Insurance: (CA License #0J22378)
Joaquin Wallace offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Joaquin Wallace offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255.
Check the background of this investment professional on FINRA’s BrokerCheck.