Money Armour, Inc. Personal Financial Planning
Simplifying the Complex!
Money Armour, Inc. Personal Financial Planning
Simplifying the Complex!
About Us
"What We Do"
We take the time to help you see beyond your immediate financial concerns, to achieve a greater vision of how you can use your wealth to bring more fulfillment and security to your life.
We are here for YOU, helping to anticipate life's inevitable financial complexities. Ideally, the goal is to enjoy life, both in the good times and down times, and to not let either one destroy your desired results.
Our Passion
Our Passion is to make complex financial strategies simpler and easier to understand. Knowing you and your family are financially secure and successful is our greatest satisfaction. Your success is our success!
Why Us?
Our primary goal is to assist you in finding peace of mind and financial security. Our promise to you is to always provide personal solutions, both financially and strategically, based solely on your needs and goals.
Services
Planning/Investments/Management
Managed Portfolios
Bonds/Fixed Income
Stocks
Insurance
Annuities
Mutual Funds
IRA's
Tax Strategies
Exit Strategies
Retirement Planning
Financial Planning
Estate Planning
Wealth Management
Asset Protection
Real Estate Investment Trusts (REITs)
Exchange Traded Funds (EFTs)
Alternative Investments
Meet the founder and president
DONALD E. WALLACE, CRPC
Don is the President and CEO, founder of Money Armour, Inc. Since 1986, Don has obtained is FINRA Series 7, 63, 65, and 66 registrations and his Series 24, a Registered Principal Registration. Other credentials obtained are the Chartered Retirement Planning Counselor (CRPC) professional designation, as well as Life, Health and Variable insurance licenses. Don is a member in good standing of the Financial Planning Association for over 17 years.
Privacy Policy
Privacy Policy
Information Money Armour Collects.
In connection with providing client with investment products, financial advice, or other services, Money Armour obtains nonpublic personal information about client including:
Information Money Armour receives from client on applications
Information about client transactions with Money Armour or others; and,
Information from credit or service bureaus or third-parties.
Information Money Armour Discloses.
Money Armour will not disclose information regarding client or client’s account with Money Armour except under the following circumstances:
To client’s Advisory Representative and his or her manager;
To establish or maintain an account with an unaffiliated third party, such as a clearing broker
providing services to client and/or a broker/dealer with which our representatives are separately
registered;
To government entities or other third parties in response to subpoenas or other legal process as
required by law.
Money Armour’s Security Policy.
Only those individuals who need it to perform their jobs are authorized to have access to confidential client information. Money Armour maintains physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential client information.
Closed or Inactive Accounts.
If a client decides to close their account(s) or become an inactive customer, Money Armour will adhere to the privacy policies and practices as described in this notice.
Changes to this Privacy Policy.
If Money Armour makes any substantial changes in the way Money Armour uses or disseminate confidential information, Money Armour will notify client.
