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THE WALLACE PLANNING GROUP, INC.

Making hard-earned money work hard for clients.

When Don Wallace realized, from his own personal experiences, the power of strategic planning structures, he established The Wallace Planning Group, Inc. to help others do the same. Now, almost 20 years later, the company has grown beyond its Ohio and Sarasota foundation to provide his services to an impressive list of clients across Florida and the United States.

"When people work hard for their money," says chairman and CEO Don Wallace, "their money should work hard for them in return, as well as their own personal financial structures." WPG starts with an in-depth objective analysis of how each client's individual financial circumstances interact with his or her lifestyle needs. Then WPG's professional team utilizes its extensive certifications and experience to form a strategic and financial blueprint that is unique to that client. "In effect," summarizes Wallace, "we get to know our clients so we can put them into successful partnerships with their money."

In addition to optimizing financial plans, The Wallace Planning Group, Inc. also stresses protection of its clients' accumulated wealth. "Many affluent people have the misperception that wealth buys security," says Wallace, "but without proper strategies, wealth can actually make people much more vulnerable, especially in our litigious society and its heavy tax burdens. Properly structured, large investment income does not necessarily have to mean large income taxes. For another point of interest, many people may nor realize that an estate tax is a voluntary tax."

The company utilizes its expertise in tax minimization and asset protection to help insulate clients from unforeseen financial risk. WPG also provides insurance consultation, as well as estate planning and survivor assistance. It is one of the few financial planning groups that specializes in non-domestic strategies, an advantage the company deems critical in today's evolving global economy.

The Wallace Planning Group, Inc. is a member of the Sarasota Chamber of Commerce and Better Business Bureau, has many representatives and affiliates in the United States, and is also a family group. Don's wife, Kim, is the director of operations and oldest son, Scott, manages the company's Fort Lauderdale-based law division. Two other sons, Dane, a law student, and Clay, who is working toward his MBA, plan to join the company as well. Collective professional credentials include: CFP (Certified Financial Planner), RIA (Registered Investment Advisor), CEBA (Certified Estate and Business Analyst), CRPC (Chartered Retirement Planning Counselor), CPA (Certified Public Accountant), CEP (Certified Estate Planner), JD (Juris Doctorate) and also a member of FPA (Financial Planning Association).

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Publication:Sarasota Magazine
Date:Jan 1, 2001
Words:429
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