Wallingford Financial and College Planning Services

Wallingford Financial and College Planning Services Expert financial and insurance planning - schedule your consultation today. Available by appointment We created The Future Vision Program™.

The program helps you develop a three-part blueprint to achieve your dreams, both personal and financial. It also helps you avoid The Pipe Dream Problem™

We created The Future Vision Program™ based on our experience working with hundreds of clients over three decades. We have learned that most people do not have a blueprint to make their dreams come true. They have purchased many financial produc

ts, and have advisors, but they have not focused on achieving what they really want in their life. Because they don't have a plan, they often feel stressed and worried unnecessarily, and they end up with not enough money to retire. Sadly, as well, their dreams don't come true. We call this The Pipe Dream Problem™. However, when you create a plan to make your dreams come true, and have someone hold you accountable, and give you support on an on-going basis, it is much more likely that your dreams will come true. You will also feel more relaxed and comfortable, and most likely have enough money to retire. That's why we recommend you do three things:
1. Honestly assess how you feel about your current situation;
2. Create a written vision for your future (what are your life dreams?); and
3. Create and implement a blueprint to achieve your dreams. Helpful sites:
mycollegeinfo.com
collegeboard.org
americancollegefoundation.org
ssa.gov

As you’ve likely seen, group health plan costs continue to rise. Higher premiums are being driven by medical trend incre...
09/02/2026

As you’ve likely seen, group health plan costs continue to rise. Higher premiums are being driven by medical trend increases, pharmacy costs, and changes in utilization. Because of this, many employers are facing increased budget pressure while trying to support their employees and manage expectations during renewal periods.

The good news is that controlling costs doesn’t have to mean reducing benefits or shifting more expenses to employees. The real objective is to improve your cost-to-coverage ratio and ensure that every dollar spent delivers meaningful value.

Swipe for a few key methods to help you evaluate and manage rising health plan costs.

If rising health care costs are creating uncertainty for your organization, feel free to schedule a consultation. I’m happy to review your current strategy and identify practical ways to improve efficiency without unnecessary disruption.

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already h...
08/28/2026

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already hinting at something new — earlier sunsets, a slight cool in the morning, and a quiet sense that a fresh season is just around the corner.

It can be tempting to hold on to what is familiar and comfortable, but this month is a gentle nudge to look forward instead. This is the moment to channel something new: a goal, a habit, or a mindset shift that moves you toward the next chapter with intention.

As we move through August, what is one thing you are ready to build or step into? Feel free to share it in the comments. We would love to hear what you are looking forward to.

Your income is one of your greatest assets — so how do you protect it? Life insurance and disability insurance work toge...
05/12/2026

Your income is one of your greatest assets — so how do you protect it? Life insurance and disability insurance work together to safeguard your financial future, ensuring your loved ones are covered no matter what life brings. Swipe through for more information.

Let’s build a strategy tailored to your needs. Contact our team today!

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

As May brings more sunshine and renewed momentum, it is a great time to reflect on what is still possible. There is no d...
05/09/2026

As May brings more sunshine and renewed momentum, it is a great time to reflect on what is still possible.

There is no deadline on growth, and no expiration date on ambition. No matter where you are in your journey, you can begin again with clarity and purpose. And that fresh start does not have to be monumental to be meaningful. Often, the most impactful progress begins with one small, intentional step in a new direction.

As we move through this month, what is one goal or dream you are ready to revisit or take steps toward for the very first time? Feel free to share it in the comments. We would love to hear what you are working toward.

Long-term care is an important aspect of financial planning that’s often overlooked. By incorporating life insurance pol...
05/07/2026

Long-term care is an important aspect of financial planning that’s often overlooked. By incorporating life insurance policies with long-term care coverage, you can protect your financial well-being and ensure peace of mind for you and your family.

With this in mind, we have put together some important information to consider about long-term care coverage. Swipe through to learn more.

If you’re interested in exploring this coverage, reach out to our team today. We're here to guide you in finding the best solution for your unique needs!

Have you heard of joint life insurance? It’s a unique life insurance policy that covers two people under one plan — some...
05/05/2026

Have you heard of joint life insurance? It’s a unique life insurance policy that covers two people under one plan — sometimes creating a simpler, more affordable option for couples. Swipe to learn more.

Curious if joint life insurance makes sense for your situation? Call us today. We’re here to help you explore your options with confidence.

Happy Star Wars Day! We couldn't let the day pass without joining the celebration.May the 4th (...er, the force) be with...
05/04/2026

Happy Star Wars Day! We couldn't let the day pass without joining the celebration.

May the 4th (...er, the force) be with you! And if you’re a Star Wars fan like we are, tell us your favorite part of the Star Wars universe.

Happy Derby Day! The "most exciting two minutes in sports" is here. Whether you're in it for the thrill of the race, the...
05/01/2026

Happy Derby Day!

The "most exciting two minutes in sports" is here. Whether you're in it for the thrill of the race, the extravagant hats, or picking a horse based on its name, Derby Day always delivers.

Don your fanciest hat, pick a horse, and enjoy the festivities!

Address

236 Southwest 171st Street
Normandy Park, WA
98166

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12062412634

Website

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