Wallman Financial Group
2279 Gator Drive 
Suite 397
Orlando, FL 32807
Telephone: 407.470.8889 or 305.374.2134
Announcements:
Michael S. Wallman of the Wallman Financial Group has been appointed to the Board of Directors as a Member at Large for the M.B.A (Metropolitan Business Association) central Florida's leading GLBT chamber of commerce.
Michael S. Wallman of The Wallman Financial Group has been named Managing Director and recently opened an office in the Orlando area. The Wallman Financial Group specializes in 'Estate Planning for the Alternative Family'.
Estate Planning for the Alternative Family Seminar Series
Tuesday, March 22nd @ 6pm
Gallery @ Interlachen
5510 Lake Howell Road
Winter Park, FL, 32792There is a shortcut to a better financial future for non-traditional families, and it starts with drinks and hors d' oeuvres. Read more...
Resources & Links:
- A Health Care Directive For Non-Traditional Couples
- Estate Planning for Non-Traditional Couples
- BUCKS – What if you're gay?
- BUCKS – Barclays to reimburse gay workers for health benefit tax
- BUCKS – Answers about same-sex couples and taxes.
- OUT Magazine "Financial Makeover" 12/1999
- Legal Handbook for LGBT Floridians and Their Families (download PDF)
Securities offered through Securities America Inc., Member FINRA/SIPC, advisory services offered through Securities America Advisors, Inc., Michael Wallman, Representative. Wallman Financial Group and the Securities America companies are not affiliated.
Securities America and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor regarding your specific situation.
