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Trusted Partners
Unlock Your Financial Potential with Our Expert Services
Discover tailored solutions for your financial needs. From expert educational financial planning to precise family insurance, long-term care, and retirement financial advice, our services are designed to help you achieve clarity and success.
College & Education Financial Planning
Invest in tomorrow’s opportunities with smart education savings strategies.
WAWLE Group provides comprehensive support for families planning ahead for college and higher education expenses. Our services include expert FAFSA® and CSS Profile® guidance, financial aid strategy, and customized education savings plans. We help parents and students navigate the financial aid process, maximize eligibility for grants and scholarships, and make informed decisions to reduce student debt and protect long-term financial goals.
Personal & Family Insurance Planning
Protect your loved ones and your assets from life’s uncertainties.
WAWLE Group offers customized insurance planning solutions to help families build lasting financial protection. We provide guidance on life insurance, Indexed Universal Life (IUL) policies, annuities, and critical illness or long-term care coverage. Whether the goal is income protection, wealth transfer, or future care planning, our approach ensures that every client has a personalized safety net tailored to their needs and goals.
Long-Term Care Planning & Solutions
Plan for future care needs with dignity and financial peace of mind.
WAWLE Group offers tailored solutions to help individuals and families prepare for the rising costs of long-term care. We provide strategic guidance on long-term care insurance, asset protection, and care funding strategies to ensure loved ones receive quality care without compromising financial stability. Our approach focuses on maintaining independence, dignity, and control over future care decisions.
Retirement Planning & Income Strategies
Design your ideal retirement and ensure a sustainable income stream.
WAWLE Group helps individuals and couples prepare for retirement with a focus on income sustainability, tax efficiency, and lifetime asset protection. Our retirement planning services include personalized strategies using annuities, IUL policies, and other tools to generate reliable income while minimizing risk. We work with clients to clarify goals, align resources, and build a confident path toward long-term financial independence.
Dive into Our Expert Insights
Stay informed with expert advice, practical tips, and the latest updates from WAWLE Group. Past events & videos listed on our Events page is your go-to resource for navigating the complexities of educational financial aid, business & family financial planning, long-term care strategy, and retirement financial planning.
How It Works
Our process is designed to provide you with personalized solutions and expert guidance every step of the way. Here’s how we work together to achieve your financial goals.
Initial Consultation
Start with a complimentary consultation where we discuss your financial goals, challenges, and needs. This allows us to understand your unique situation and determine how WAWLE Group can best serve you.
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Customized Plan
Based on our consultation, we develop a tailored plan that aligns with your objectives. Whether it’s FAFSA & CSS planning, insurance planning, long-term care planning, retirement planning, or tax-efficient planning services, we create a strategy designed specifically for you.
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Implementation & Support
Our team of experts will implement the agreed-upon strategies, ensuring everything is executed efficiently and accurately. We provide ongoing support and adjustments as needed, keeping your financial goals on track.
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Review & Optimize
We continuously monitor your financial progress and conduct regular reviews to ensure your strategy remains effective. We’ll suggest optimizations and new strategies to adapt to changes in your financial landscape, helping you stay ahead.
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Achieve Your Goals
With our expert guidance and proactive support, you’ll be well on your way to achieving your financial goals, whether it’s growing your business, optimizing tax returns, or securing your financial future.
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What Our Clients Are Saying
From streamlined financial management to expert tax advice, hear directly from those who have experienced the benefits of our services.
“We had no idea where to start with FAFSA and CSS Profile. WAWLE walked us through every step and helped us submit everything on time. Our daughter ended up receiving $37,800 in grants and scholarships for her first year at NYU. We’re so grateful for their knowledge and support!”
Rose L., Parent
Honolulu, HI
“As a single parent, I was overwhelmed by the financial aid process. WAWLE helped me understand my EFC and appeal the initial aid package. My son received an additional $11,500 in institutional aid after the appeal—something I would never have known was possible on my own.”
James T., Parent
Irvine, CA
“I wanted to protect part of my retirement savings but still have guaranteed income. WAWLE helped me set up a fixed indexed annuity that now pays me $1,200/month for life, starting at age 67. It gives me peace of mind knowing I won’t outlive my income.”
Helen H.
Fountain Valley, CA
“We moved $200,000 from our IRA into a tax-deferred annuity through WAWLE. Not only is it earning steady returns, but we’re projected to receive over $290,000 in lifetime income between my wife and me. WAWLE explained everything clearly and tailored it to our goals.”
Jade W.
Cerritos, CA
“WAWLE helped me set up an IUL policy that grows cash value while providing protection for my family. In just 5 years, my policy has accumulated $42,000 in tax-free cash value, and I still have a $500,000 death benefit. It’s the smartest financial decision I’ve made.”
Michelle Y.
Walnut, CA
“As a high-income professional, I needed a strategy that gave me flexibility and tax advantages. My IUL now serves as both a legacy plan and an emergency fund, with projected cash value of $200,000 by age 65. WAWLE’s team explained everything with incredible clarity.”
Henry K.
Arcadia, CA
Stay Ahead: Essential Financial Insights from WAWLE Group
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