Wadadli Financial Group

Home Of Financial Straight Talk

Wadadli

(“wa-dad-lee”) – adj. “our own”

Wadadli Financial Group was created as a place where your needs come first. Our focus is never on selling products. Instead, we provide a variety of solutions and help our clients choose the best option for them. That’s what Wadadli means – it’s your own place as much as it is ours.

More About Wadadli

Our Retirement Services - How We Help

Wadadli Financial Group focuses on a number of core retirement services – all geared to help you reach the retirement of your dreams.

Retirement Planning

Risk Management

Tax Efficiency

Annuities

Life Insurance

Debt Elimination

College Planning

We use Riskalyze to assess your own personal comfort level for investment risk. From there, your investment decisions can be taken with confidence.

What’s Your Risk Number?
Riskalyze Number

We use Riskalyze to assess your own personal comfort level for investment risk. From there, your investment decisions can be taken with confidence.

What’s Your Risk Number?

“Financial Straight Talk”
Radio, YouTube, and Podcast

Wadadli Financial Group founder Jim Fox delivers timely retirement advice for free every week on the acclaimed radio show “Financial Straight Talk.”

Sundays, 1-2 p.m. on
WMMB 1240AM and 92.7FM

Sundays, 1-2 p.m. on WMMB 1240AM and 92.7FM

Forbes

3 Most Forgotten Must-dos for Retirees

Read Here
Forbes

Is the Middle Class Going Extinct?

Read Here
Annuity123

The Herd Investment Philosophy

Read Here
Forbes

Investment Lessons From a Vulcan: Mr. Spock As Your Financial Advis

Read Here

Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

03xxfoundation

Proud Supporters of 03XX Foundation

Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

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