What We Do


One stop. Many options.

Plan the route to your ideal retirement with our Financial Roadmap™

There are many components to a comprehensive financial strategy, and the path to your financial goals isn’t always a straight shot.

Our proprietary Financial Roadmap™ process helps you navigate through your retirement with confidence by addressing four key pillars:

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  • 1

    Income Plan

  • 2

    Investment Plan

  • 3

    Tax-Efficient Strategies

  • 4

    Estate Planning

At Wall Street Financial Group, we want to help you address your entire financial picture, so we use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Wall Street Financial Group offers the following products and services:

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Retirement Income Strategies

We can help you decide which types of products may work best within your overall financial strategy.

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Wealth Management & Investments

You may be able to use time to your advantage when investing for wealth accumulation.

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Asset Protection

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

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Annuities

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

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Life Insurance

If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.

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Tax-Efficient Strategies

Rising taxes may be a concern for anyone — especially for individuals approaching retirement. 

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Long-Term Care Strategies

We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.

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IRA/401(k) Rollovers

We can help you determine if a rollover is the right move for you.

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IRA legacy planning

If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax planning

Get Your Retirement Kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

Retirement Kit

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