The Offices of Lance Wallach :
America's leading Financial
Services firm "
The Lance Wallach advantage is credibility, experience & trust !!

Many advisory firms offer financial planning and investment services, but the difference is
that Lance Wallach wrote the books on Life Insurance, Financial & Estate planning that the
other consultants learned from!

If you want to sleep soundly at night, don't go to the students for your financial answers, go
to the one who teaches them, Lance Wallach!

For the past 25 years, successful businesses and individuals have turned to Lance Wallach
and his team for assistance, and they are glad they did!
Winning Team
When you choose the
Lance Wallach team, you
are on the winning team !
Lance Wallach Managing Director
Lance Wallach, Managing Director, is the nations leading expert on life insurance, annuities,
retirement & financial planning for business executives, sports figures, entertainers, affluent families
and successful entrepreneurs.

Mr. Wallach is a member of the AICPA faculty of teaching professionals, a frequent keynote speaker
at business conventions, a best selling financial author, and a renowned national financial expert in
many court cases.

Some of Mr. Wallach best selling financial & law books are:

*  "Wealth Preservation Planning" by the National Society of Accountants

* "The CPA's Guide to Federal & Estate Gift Taxation" published by Bisk

* The AICPA's "The team approach to Tax, Financial & Estate planning."

* "The CPA's Guide to Life Insurance" by Bisk CPEasy

* Avoiding Circular 230 Malpractice Traps and Common Abusive Small Businesss Hot spots by the
AICPA, author/moderator Lance Wallach
In today's volatile and unpredictable
economic climate, it is essential that
you protect your family, your business
and yourself by mapping out the proper
financial course that will leave you and
your loved ones in a sound and secure
position in your retirement years and

More than ever before in our country's
history it is so vitally important to plan
ahead now to be ready for the times
when you need to have the financial
resources to make it through the lean
and hard times.
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