Financial Planning for Same-Sex Couples

Michael WallmanWallman Financial, headed by Michael Wallman helps individuals and couples of all creeds to help secure their financial future with trusted and experienced financial planning services in Orlando. Put our 15+ years of experience to work for your financial goals.
 

Wallman Financial makes available a full range of tax and insurance services to supplement, compliment, and execute its own planning and securities services to individuals and modern families. This comprehensive team approach in coordination with local and national professionals, results in a stronger financial plan for you and your loved ones.

 

You can learn more about our offerings by reading our brochure. If you are a member of the LGBT community, we offer a specific brochure that outlines our offerings specific to your needs.

 

So give us a call at 407.470.8889 or 305.720.6739 or send us an eMail today to learn how we can help you improve your financial future for you and your family.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

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Services

Our approach helps ensure that you have the best possible financial plan for your personalized needs. These services include:

 

Our services include:

 
  • Financial Planning

  • Long Term Care

 
  • Life Insurance

  • Retirement

Learn more

Our team

Wallman Financial offers a holistic approach to your individual financial planning needs and concerns.
 
Together along with our team of professionals in real estate, insurance and annuities, taxes, and estate planners, we have only one goal in mind. Helping you reach yours.
 
Meet Our Team