Wallingford Financial and College Planning Services

Call Directions Website Contact the business

Wallingford Financial and College Planning Services Expert financial and insurance planning - schedule your consultation today. Available by appointment We created The Future Vision Program™.

The program helps you develop a three-part blueprint to achieve your dreams, both personal and financial. It also helps you avoid The Pipe Dream Problem™

We created The Future Vision Program™ based on our experience working with hundreds of clients over three decades. We have learned that most people do not have a blueprint to make their dreams come true. They have purchased many financial products, and have advisors, but they have not focused on achieving what they really want in their life. Because they don't have a plan, they often feel stressed and worried unnecessarily, and they end up with not enough money to retire. Sadly, as well, their dreams don't come true. We call this The Pipe Dream Problem™. However, when you create a plan to make your dreams come true, and have someone hold you accountable, and give you support on an on-going basis, it is much more likely that your dreams will come true. You will also feel more relaxed and comfortable, and most likely have enough money to retire. That's why we recommend you do three things:
1. Honestly assess how you feel about your current situation;
2. Create a written vision for your future (what are your life dreams?); and
3. Create and implement a blueprint to achieve your dreams. Helpful sites:
mycollegeinfo.com
collegeboard.org
americancollegefoundation.org
ssa.gov

October is home to some truly unforgettable moments in history that remind us how one bold idea can shift the course of ...
10/14/2026

October is home to some truly unforgettable moments in history that remind us how one bold idea can shift the course of everything that follows. Here are three we are celebrating this month:

🏰 October 1, 1971 - Walt Disney World opened its doors in Orlando, Florida, welcoming families to what would become one of the most recognized destinations on earth. Beyond the rides and the magic, it became a global symbol of American imagination and storytelling, continuing to draw millions of visitors every year.

📞 October 9, 1876 - Alexander Graham Bell and Thomas Watson completed the first long-distance, two-way telephone conversation over outdoor wires, connecting Boston to East Cambridge.

🎵 October 23, 2001 - Steve Jobs introduced the iPod with the now iconic slogan "1,000 songs in your pocket." This changed how we listen to music and laid the groundwork for the iPhone and the modern smartphone era we live in today.

These moments continue to inspire us to think bigger, dream bolder, and never underestimate the lasting impact of one great idea.

Which of these October milestones resonates with you the most? Drop a comment and let us know!

October 12th is Indigenous Peoples' Day, a day to honor the cultures, histories, and enduring contributions of Indigenou...
10/12/2026

October 12th is Indigenous Peoples' Day, a day to honor the cultures, histories, and enduring contributions of Indigenous communities across North America.

So much of Indigenous history, tradition, and perspective is woven into the story of this country, and this is a good day to explore it a little more.

The Smithsonian's Native Knowledge 360° program is a wonderful place to start, covering everything from Indigenous history and culture to civics and geography, all developed in partnership with Native communities.

Wishing you a meaningful and reflective Indigenous Peoples' Day.

Have you heard of income-related monthly adjustment amount (IRMAA) exemptions?These exemptions can be powerful money-sav...
10/09/2026

Have you heard of income-related monthly adjustment amount (IRMAA) exemptions?

These exemptions can be powerful money-saving tools if your life has changed over the past year. As Medicare agents, our team wants to make sure you are fully informed about what they are, how they work, and how you can request one if needed.

Swipe for a brief overview of IRMAA exemptions.

Dealing with Medicare costs is stressful enough without having to pay more than necessary. If any of these life-changing events apply to your situation, it is a good idea to explore whether or not filing for these exemptions would make sense for your situation.

That said, our team is happy to walk you through the process and help you determine whether you qualify. Feel free to reach out anytime. We are here to help.

If you’re turning 65 soon and are unsure about what it means to enroll in Medicare, you are not alone. One of the most c...
10/07/2026

If you’re turning 65 soon and are unsure about what it means to enroll in Medicare, you are not alone. One of the most common questions we hear from those nearing retirement is around the timeline for signing up for Medicare.

So, we wanted to share a few important reminders to help you stay on track:

✅Know your enrollment window. Your initial enrollment window lasts for seven months — three months before your 65th birthday, your birthday month, and three months after your birthday. Enrolling early in this timeframe can help ensure your coverage begins right when you need it.

✅Understand how to sign up. Some individuals are automatically enrolled in Original Medicare, while others need to take action themselves to enroll in Original Medicare. This often depends on whether you are already receiving Social Security benefits.

✅Do not delay without a plan. Waiting too long to enroll without qualifying coverage can result in delayed coverage start dates and ongoing late-enrollment penalties.

✅Be aware of other options. If you are still working and covered under an employer plan, you may qualify for a Special Enrollment Period that can allow you to defer your enrollment. However, missing all enrollment windows can limit your options and increase costs, so it's best to clarify this early.

Medicare decisions can feel overwhelming, but you do not have to navigate them alone. Whether you are approaching 65 or are simply evaluating your options, contact us for guidance tailored to your situation.

October is here, and that means it is officially the season of fall festivities. Halloween, arguably one of the largest ...
10/05/2026

October is here, and that means it is officially the season of fall festivities. Halloween, arguably one of the largest fall festivities, is right around the corner, and we have one very important question on our minds: Which traditional fall sweet treat is your go-to favorite?

🍎 Vote caramel apple

🥧 Vote pumpkin pie

Both are fall classics, both have their devoted fans, and both deserve a spot at the table. But which one gets your vote?

Drop your pick in the comments. We are curious to see which treat takes the win this month!

October is Breast Cancer Awareness Month, making it the perfect time to review a few key facts and statistics about earl...
10/02/2026

October is Breast Cancer Awareness Month, making it the perfect time to review a few key facts and statistics about early screening. Breast cancer remains one of the most common cancers in the U.S., and early detection through routine screenings can make a meaningful difference.

Swipe for a few important facts and statistics to keep in mind.

As a reminder, many health insurance plans cover preventive screenings at little or no cost, making it easier to take an active role in your health. And, if you're not sure whether your plan covers preventive breast cancer screenings, our team is happy to help. Please do not hesitate to reach out with any questions.

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/01/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

Getting married means building a life together, and protecting it should be part of the plan. Life insurance is one of t...
09/30/2026

Getting married means building a life together, and protecting it should be part of the plan. Life insurance is one of the most important ways to help safeguard your shared financial future and provide stability no matter what comes next. Swipe for some key life insurance considerations for newlyweds.

Starting your journey together with the right protection in place can make all the difference. Contact us today to learn more about your life insurance options and find coverage that fits your goals.

Can you believe there are only 100 days left in the year? Before the final stretch gets away from you, it is worth pausi...
09/23/2026

Can you believe there are only 100 days left in the year? Before the final stretch gets away from you, it is worth pausing to ask one simple question: has your life changed this year?

A new car, a home purchase, a career change — these are the kinds of milestones worth celebrating. They are also the kinds of changes that can quietly create gaps in your insurance coverage if your policies have not kept up.

Here are some of the most common life events that can affect your coverage:

✅ You bought a new home or renovated your home. A new home purchase or extensive renovations require coverage that reflects the property's true replacement cost, not just its market value.

✅ You purchased a new car. Purchasing a new car is a change that always merits a check-in about your insurance coverage, especially if you purchased a car worth more than the vehicle you were previously driving.

✅ Your family or household situation changed. Marriage, divorce, welcoming a new child, adding a teen driver, sending a child off to college, or welcoming an adult child back home are all changes that can affect your auto and homeowners coverage.

✅ You’ve acquired new valuables or heirlooms. If you’ve recently obtained or inherited new jewelry, art, or other collectibles, it may be worth reviewing whether these items would be fully covered under your current homeowners policy.

✅ Your income, assets, or career changed. A promotion, a new job, a side business, or an inheritance can all increase your financial exposure in ways your current coverage may not reflect.

If any of these sound familiar, our team would love to take a few minutes to review your policies together and ensure everything still aligns with where you are now. It's a simple conversation that can make a real difference.

Feel free to reach out anytime. We are here to help ensure your coverage keeps up with your needs.

There is something about September that naturally signals a fresh start. As summer winds down and routines fall back int...
09/21/2026

There is something about September that naturally signals a fresh start. As summer winds down and routines fall back into place, it’s the perfect time to reset, refocus, and recommit to feeling our best.

And for many of us, that includes getting back into an exercise routine. But this is where people tend to fall into two very different camps: morning or afternoon workouts.

🌅 Vote morning workout
🌙 Vote evening workout

Both have loyal fans and get the job done, but we want to know which one works best for you.

Drop your vote in the comments and let us know what team you’re on. We are excited to see which side wins this month!

Address

236 Southwest 171st Street
Normandy Park, WA
98166

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12062412634

Website

Alerts

Be the first to know and let us send you an email when Wallingford Financial and College Planning Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wallingford Financial and College Planning Services:

Shortcuts

Share