BUSINESS OWNERS

FINANCIAL PLANNING FOR ENTREPRENEURS

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.

FINANCIAL PLANNING DESIGNED FOR ENTREPRENEURS

HOW WALKER IS DIFFERENT

Financial Planning with Co-Mingled Assets

To further complicate things, your personal finances are often inextricably linked with your businesses cash flow. It is very common for a majority of your personal wealth to be tied up in your company as most owners view their business as their primary asset and fully expect to leverage it to achieve their financial goals. While everyone has the dream of generating the wealth that comes from a successful business, few are prepared for the associated tax burden and fewer still have a plan in place to effectively build and efficiently transfer that wealth when they surrender the reins.

Simplifying the Process

We specialize in helping successful business owners cultivate financial balance and purpose, driven by their own definition of success and vision for the future.  We work with you to highlight the issues specific to business owners and help you understand the unique financial opportunities that owning your business affords you.  Establishing a solid plan and eventual exit strategy is critical to the long-term viability of any business in the same way that a sound personal financial plan is essential to designing a financially independent retirement.

Proven Success Strategies

Through our strategic alliance with CPA’s specializing in small business accounting, it is WCPG’s goal to simplify the business owner’s planning process by providing an integrated financial blueprint encompassing both your personal and professional goals – empowering you to focus your time on providing exceptional value to your clients.  Our collaborative approach allows you effectively manage the moving components of your business finances and works to leverage strategies that will help you achieve your personal financial goals – while still moving your enterprise forward unhindered.

WHY CHOOSE WALKER?

TO guide youR PATH TO 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:

AS SEEN ON:

CHOOSE WHAT YOUR RETIREMENT NEEDS

HOW CAN WALKER HELP?

RETIREMENT PLANNING

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.

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BENEFITS COORDINATION

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.

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TAX PLANNING

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. 

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INSURANCE PLANNING

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.

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ready to begin your retirement JOURNEY?

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