Our Services

Our Financial Solutions Team will help guide you in developing strategies for financial challenges.  We use financial tools, State-of-arts technology, and professional expertise to help optimize results.  We address the challenges of:


Today, we're faced with two big dilemmas:  saving enough for retirement, and stretching those savings as Americans live longer, more productive lives.  A comfortable retirement will likely depend on personal savings and self-funded retirement plans.  We can help you plan and prepare ahead of time so you can comfortably enjoy retirement.


• What risks do you face in your business or personal life? Have you taken the necessary steps to cover yourself against potential loss.? We'll work with you to help assess your risks, show you how to manage them effectively, look for opportunities to avoid unnecessary risk, and help make sure any losses you experience are minimal.


• Are you so busy taking care of day-to-day operations that you don't have time to think about the future financial security of your business? You're not alone, let Gardner Wallace work with you to lift that burden and address significant issues such as business continuation and employee benefits that help attract, reward and retain key employees.


• Building wealth takes planning, discipline, a long-term strategy, and commitment. We can develop a strategy that matches your comfort level with risk, return, and accessibility. It's never too early to start building your wealth to help you fully realize all of life's possibilities.


Estate planning impacts everyone, not just the wealthy.  With the right planning with your legal professional, you can decide how your estate is passed to your heirs; potentially reduce or eliminate taxes; and provide liquidity to cover taxes, debts and other final expenses.  Without it, the government may decide that for you.