Our Mission
Saving for retirement is only half the challenge. Developing a plan to help make your retirement money last a lifetime is the other half. Whether your goals include planning for retirement, growing your wealth, developing income strategies, leavings a legacy, or managing risk better - designing a holistic plan is the most critical step to successfully reach your goals for retirement.
At WalkerCPG, we will help you plan for a secure financial future by incorporating sound retirement strategies to create a custom tailored plan for your family while coordinating your Social Security, Federal Benefits, and retirement assets, and Legacy.
We strive to offer you peace of mind with a Holistic Retirement Plan. We define peace of mind as a deeply rooted confidence that comes from knowing your financial plan is built on the foundation of empowerment through education. Peace of mind is found at the intersection of proactive planning and enlightened understanding.
Holistic Planning
Helping You Define & Design Your Ideal Retirement
Retirement - Personally Tailored
At Walker Capital Preservation Group, we firmly believe in the Holistic Approach to Retirement Planning. This big-picture approach looks to coordinate each aspect of your retirement in order to achieve your unique retirement goals. The critical first step is helping to establish a clear vision of your goals. Once understood, we provide objective advice and experience-led coordination of your Federal Benefits and Retirement Assets - bringing the collective vision to life.
Proudly Assisting
How We Help
Saving for retirement is only half the challenge. Developing a plan to help make your retirement money last a lifetime is the other half. Whether your goals include planning for retirement, growing your wealth, developing income strategies, leavings a legacy, or managing risk better - designing a holistic plan is the most critical step to successfully reach your goals for retirement.
At WalkerCPG, we will help you plan for a secure financial future by incorporating sound retirement strategies to create a custom tailored plan for your family while coordinating your Social Security, Federal Benefits, and retirement assets, and Legacy.
Retirement Planning
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Can you afford to retire?
It is CRITICAL that you can answer this question before leaving service.
You have spent your whole career saving towards this goal, but how can you know whether or not it is enough to see you through it successfully?
Benefits Coordination
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Empower yourself by learning how your current benefits work, what they cost, what they cover, and where your gaps may be. WalkerCPG is specially trained to understand the federal benefits package provided to FERS and CSRS employees from all federal agencies.
Estate Planning
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An Estate Plan ensures that the assets you have worked hard to accumulate during your life go to the people & organizations you care about. A well-constructed comprehensive estate plan can help address your specific estate planning needs.
Insurances
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Insurance is about protecting the quality of you and your family's lifestyle throughout every stage of your career, into your retirement, and your legacy. Insurance needs change in each of these stages, so be sure to review your needs after major life changes.
AssetLock® Portfolio Monitoring
AssetLock® is a communication tool developed to help users stay informed on their retirement accounts without having to constantly watch the markets. Sleep easier with AssetLock® Personal! With this powerful software you get personalized portfolio-monitoring for your TSP, 401(k), 403(b), and more! Get customized alerts when your account: reaches a new all-time high, is nearing your AssetLock Percentage, and when your account drops by the AssetLock Percentage you get to determine. Whether you want an alert if your TSP drops 5% or your 401(k) drops 15% - AssetLock allows you to custom tailor when and how you receive your notifications (text, email, app notification).
How does AssetLock® work?
