HELPING TURN YOUR BUSINESS GOALS INTO
YOUR RETIREMENT LIFESTYLE
As entrepreneurs ourselves, Walker Capital is uniquely aware of & intimately familiar with the investment goals, planning needs and time constraints that business owners face. Through strategic partnerships with Estate Planners & CPA’s, WCPG is able to offer truly Holistic Planning for Business Owners. Through these alliances Walker Capital is able to help you determine your business valuation, tax planning/preparation, review insurable needs, succession planning, implement an employer sponsored plan, or simply to help prepare for an exceptional retirement.
WHY CHOOSE WALKER CAPITAL?
THE RIGHT TEAM with THE RIGHT TOOLS
The Right Team
As taxes begin to rise in coming years, it is critical that a holistic retirement truly consider the impact of taxation on retirement benefits, tax-deferred savings, & Social Security – which is why WCPG planning partners tax-centric retirement consultants with our CPA to help you navigate retirement successfully!
The Right Tools
WCPG’s art is the science of retirement planning! We help families around the country thrive using webinar technology to easily apply the latest in Retirement Benefits Forecasting software, tax-planning tools, budget calculators, & Risk Tolerance Assessments to help design the blueprint for a successful retirement!
AS SEEN ON:
CHOOSE WHAT YOUR RETIREMENT NEEDS
HOW CAN WALKER HELP?
Can you afford to retire? What kind of retirement lifestyle will you be able to enjoy? You have saved your whole career towards this goal, but what if you are left with too much life at the end of your money?
Retirement Planning with Walker Capital is your guide through these tough questions.
Holistic planning for Federal Employees begins by understanding how your current Federal Benefits work, what they cost, cover, & what obstacles you may encounter. For nearly a decade Walker Capital has specialized in coordinating FERS & CSRS benefits within successful retirement plans.
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.
When properly utilized, insurance can help protect the quality of both you & your family’s lifestyle throughout your career, in retirement, & even beyond (legacy).
Learn how Living Benefit Riders can provide flexible protection so your plan can evolve as your needs change over time.