Rich Wallner
Profile and Process
Taking the stress out of money
Rich provides objective and holistic financial services for Seniors and their families. Each piece of the financial puzzle is analyzed and optimized to help you achieve your personal and financial goals.
- Stress-free, educational discovery and planning process
- Efficient and effective recommendations for building, protecting, and distributing assets
Written Reports and Plans
Rich has plenty of tools to help you understand where you are today, and where you may want to be in the future.
- Financial Reports including cash flow, assets and liabilities plus budgeting
- Retirement projections and optimization including Social Security and Pensions
- Portfolio performance analysis and investment recommendations
- Risk Management, Medicaid/Medicare Optimization, and Estate Review
It's not just business, it's personal
Inviting someone to review and analyze your financial life is a huge leap of faith. Rich’s process is logical, sensitive, and collaborative.
Volunteer and Professional Experience
- Former North Reading EDC; COA; ACT and SSAT Chair/co-Chair
- Leader, Special Needs Consortium; Elder Care Consortium
- 25 years Corporate experience as VP of Sales; Marketing; QA/QC