Alliance established to offer Employee Benefits to Business Owners
Pam Flournoy, CFP® has established an alliance with Virginia Taylor and Gena Wallis, allowing her to offer her individual and small business owner clients, the benefit of Taylor, Wallis and Associates’ vast experience in the design, establishment, and continued support of employee benefit packages.
Flournoy Wealth Management’s (FWM) growing clientele includes many business owners who can benefit from the high level expertise and service of 401(k) plans and Health Benefit Plans that Virginia Taylor and Gena Wallis provide. Their goal is to help FWM clients minimize the costs of providing employee benefits while maximizing the employee’s appreciation of these significant costs. They work closely with the business owners and employees on the group plan side, while Pam focuses her talent on the individual financial needs of both parties, offering assistance with financial planning – consulting on a hourly basis, retirement analysis, investment management and insurance planning.
Pam looks forward to determining ways to complement the services of FWM with that of Taylor, Wallis & Associates, to help your business make the best decision for your financial future.
Taylor, Wallis & Associates
2674 South Court
Palo Alto, CA 94306
650.566.9483
http://taylorwallis.com
Virginia Taylor CA Insurance License# 0610103
Gena Wallis CA Insurance License# 0C62732
Pam Flournoy, Virginia Taylor and Gena Wallis are Registered Representatives with LPL Financial. Securities, Advisory Services and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
