About Me
Michael S Wallman offers comprehensive financial planning services to small business owners, executives and other high net worth individuals. He employs a "team" approach, calling upon highly qualified specialists such as attorneys, insurance professionals, mortgage brokers, accountants and real estate consultants when necessary for assistance in structuring a financial plan tailored to the specific needs of each individual or family. These professionals are well regarded for their expertise in their respective fields.
Michael specializes in providing tax and estate planning to alternative families, and is the founder of an informative and successful seminar series entitled 'Estate Planning for the Alternative Family' & 'Life Planning for the Alternative Family' that addresses the unique needs of the gay and lesbian community. He has more than a decade of experience as a financial planner, and since 1995 has been a resident of the Miami area, where he resides with his wife and three girls.
To discover how you can benefit from Michaels financial planning expertise and to start planning for your financial future, please contact him today.
Your Rights as a Client:
- Courteous Service
- A Trustworthy and Competent Financial Advisor
- Suitable Recommendations
- Timely Transactions at the Best Available Prices
- Full Disclosure of Costs and Risks
- Clear Communications
- Comprehensive Statements and Trade Confirmations
- Prompt Error and Complaint Resolution
- Strict Confidentiality
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