Wallace Financial - Northwestern Mutual

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Wallace Financial - Northwestern Mutual Specializing in 3 major categories:
-Special Needs Planning
-Wealth Management
-Retirement Income

10/12/2026

Recapping the 4 Foundations to a Special Needs Plan. Use this checklist to monitor your progress!

10/12/2026

The Four Foundations of Special Needs Planning.

10/12/2026

Foundation #1/4 - Medicaid Waivers . What are they, and how do they work?

10/12/2026

Foundation #3/4 - 3rd Party Special Needs Trusts. Protect government benefits AND the inheritance you plan to leave behind.

10/12/2026

Foundation #4/4 - A Special Needs Trust is only as good as the plans created to fund it. A strong life insurance or inheritance plan is key to a secure future.

10/12/2026

Foundation #2/4 - SSI. What is it, and how does it play a role in a Special Needs Planning?

10/09/2026

What is a Roth conversion, and why is it important?

10/08/2026

Some families like the idea of having a family member or sibling serve as Trustee.

Other families would prefer not to ask them to take on such a significant workload and responsibility.

A Trust Protector can sometimes provide another option — allowing a family member to help oversee the trust without taking on the day-to-day responsibilities of serving as Trustee.

Understanding the difference between these roles can help families decide what makes the most sense for their long-term plan.

10/08/2026

How does your Social Security Retirement decision impact a loved one with a disability?

For some families, when a parent begins receiving Social Security, it can also affect the benefits available to an adult child with a disability.

Here’s what families should know.

10/06/2026

The lifecycle of a Special Needs Trust. How does money get into it, and how is it ultimately spent?

Address

330 E Main Street/Suite 300
Lexington, KY
40507

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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