Specialties: Life, Long Term Care, Disability Insurance Planning
Linda Wallace Principal - Linda L. Wallace Financial and Insurance Solutions
Clarification of important financial, business, and life goals; illumination of the best path to take; putting the plan in place; and keeping it on track.
(562)596-6559 (562)596-6664 Fax
6621 E Pacific Coast Highway Long Beach, CA 90803-4239 -
MAP
Keeping entrepreneurs and busy professionals focused and on track as time goes on. 65% of my clients own their own businesses and I not only help them with their person financial independence planning--I help them with their company benefits and retirement plans.
Fee based financial planning and investment advisory services. Insurance solutions: Life, Disability, Long Term Care, Survivorship, Buy Sell Agreement Funding, Key Person
Successful business owner with sufficient financial stability to focus on long term sophisticated planning for themselves, their family, and their business. Personal income level approximately $400K/yr and above.
Distributors, manufacturing, professional services
Fraser Financial Group/Mass Mutual 8383 Wilshire Blvd., Suite 600 Beverly Hills, CA
