Member Offers

Payroll Funding and More

Alternative Loan Option to Help Businesses Through Covid 19

Our fundings are unique because there is:

• NO collateral required

• NO lien applied

• NO personal guarantee

• NO security

• NO tax returns

• NO credit checks

• NO written application

Contact Denise Merritt with MBS at 407-863-0222 to get more information!

How do you put money aside for retirement when you’re self-employed?

One approach to consider is a Solo 401(k).

Wallman Financial

How do you put money aside for retirement when you’re self-employed?

One approach to consider is a Solo 401(k).

If you work for yourself, a Solo 401(k) may help you focus on your retirement savings. These are not garden-variety 401(k) plans: their annual contribution limits are higher than traditional 401(k)s, and both you and your business have the potential to contribute to them each year. Please reach out for a free 30 minute consultation to learn more about the Solo 401k and the other services I provide.

How do you put money aside for retirement when you’re self-employed?

One approach to consider is a Solo 401(k).

Wallman Financial

How do you put money aside for retirement when you’re self-employed?

One approach to consider is a Solo 401(k).

If you work for yourself, a Solo 401(k) may help you focus on your retirement savings. These are not garden-variety 401(k) plans: their annual contribution limits are higher than traditional 401(k)s, and both you and your business have the potential to contribute to them each year. Please reach out for a free 30 minute consultation to learn more about the Solo 401k and the other services I provide.

The unique financial challenges LGBTQ+ people continue to face.

LGBTQ Financial Planning. Tax Planning. Insurance Planning

Wallman Financial

The unique financial challenges LGBTQ+ people continue to face.

KEY TAKEAWAYS

Because much of the movement for the advancement of LGBTQ+ rights has occurred relatively recently, members of these communities are still learning how to cope financially with the challenges they face.
Members of LGBTQ+ communities on average have less saved for retirement.
LGBTQ+ people carry $16,000 more in student loan debt than their cisgender/heterosexual peers.
Family planning for LGBTQ+ people can easily cost in the tens of thousands of dollars.
LGBTQ+ retirees may wish to retire to accepting communities that can have higher-than-average living costs.

Please reach out for a free 30 minute consultation. Let's discuss this important topic.

Guide to Finance for LGBTQ+ People (investopedia.com)

The unique financial challenges LGBTQ+ people continue to face. KEY TAKEAWAYS

The unique financial challenges LGBTQ+ people continue to face.

KEY TAKEAWAYS