Providing Comprehensive Financial Planning For Generations
Since 1968 Wallensky Spatz & Associates has helped hundreds of individuals and their families work toward their financial goals by providing the following long-term comprehensive financial planning services with a personal touch:
- Protect against the losses you cannot afford to take
- Implement a college savings strategy
- Pay your legally required taxes...not a penny more
- How to reach financial independence--retirement plans and pre-retirement planning
- Create a retirement income you cannot outlive
- Maximize Social Security dollars using Spousal Benefits, Claim and Suspend, Claim Now-Claim More Later, and Do-Over strategies
- Maximize your estate for your family and your favorite charities
When you need guidance planning your financial future, we welcome you to our office!
Check the background of Lewis. M. Wallensky on FINRA BrokerCheck
Check the background of Andrea Spatz on FINRA BrokerCheck