Financial Planning for Same-Sex Couples and Modern Families

At Wallman Financial, we believe that everyone—regardless of background or identity—deserves a clear and confident path to financial security. Led by Michael Wallman, we’ve been helping individuals and couples in the Orlando area and beyond for over 25 years, delivering trusted, experienced financial planning tailored to real-life needs.
 
We offer a comprehensive range of services, including financial planning, tax strategies, insurance solutions, and investment guidance. Our integrated, team-based approach—working in coordination with both local and national professionals—ensures a well-rounded strategy designed to support your financial goals and protect those you care about most.
 
We proudly serve modern families and LGBTQ+ individuals and couples, with specialized planning solutions that address the unique challenges and opportunities you may face.
 

You can learn more about our offerings by reading our brochure. If you are a member of the LGBTQ+ 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.

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Services

Our approach helps ensure that you have a strong financial strategy for your personalized needs. These services include:

Our services include:

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