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    “The Changing Story of Retirement”
  • We are passionate about helping our clients avoid unnecessary risk with their hard-earned retirement assets.

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    Wallace Financial proudly serves the greater Detroit area.


    Since 1998, Wallace Financial has been working with friends and neighbors throughout the greater Detroit area to help meet their financial goals through the use of insurance products. We are an insurance agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security utilizing insurance products.

    With Wallace Financial, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.

    We’re happy to meet with you whenever is most convenient for you. Contact us at donna@donnawallacefinancial.com or call us at 248.864.8590 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

     


    Donna Wallace
    CEO/Founder
    For over 18 years, Donna has helped her clients address their financial concerns and develop customized financial strategies by focusing on each individual’s specific goals and needs.
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    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The "10 Things to Know About Planning Your Retirement Income" report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.