Wallace Financial - Northwestern Mutual

This is the part of financial planning that no one really sees.

It’s not just numbers, portfolios, or strategies.

It’s people. And their lives.

In one single week—

We had a client close a deal they’ve been working toward for 10 years.
We had a client lose someone they love.
We welcomed a new baby into one family.
And we had a client navigating a tough family situation behind the scenes.

Highs. Lows. Everything in between.

As financial planners, we don’t just “manage money.”
We carry the weight of these moments alongside the families we serve.

We celebrate when there’s something to celebrate.
And we sit in the hard moments when life hits harder than expected.

Because behind every account, every plan, every decision—
there’s a story.

And it matters.

If you’re navigating one of those seasons right now—good or bad—
and want someone in your corner who actually gets it…

Let’s talk.

Save your seat for our next Virtual Town Hall!

https://nm.zoom.us/webinar/register/WN_B-ITsCEZQrC4MmOKoexBrA

The Wallace Financial Christmas Cards Are Headed Your Way! 🎄

One of our favorite traditions each year is sending Christmas cards, and this year the kids were a big part of making it happen—helping us stuff envelopes, get them into the mailbox, and even praying over each one. ❤️

We’re so grateful for the families and community we get to serve. Wishing you and your loved ones a holiday season filled with peace, joy, and warmth.

— The Wallace Financial Family

We’re grateful for our clients, our community, and the trust you place in us each day. Wishing you a warm, joyful holiday with the ones you love.

Maybe you’ve heard the term “Special Needs Trust”, but you’re not sure why it’s important or how it works.

We can be your starting place.

☎️ 859-302-1223

💻 [email protected]