BUSINESS OWNERS

REGISTER BELOW FOR OUR FREE TAX PLANNING EVENT 

Power of Zero + CPA Live Q & A

Join us for complimentary access to a special Business Owner viewing of The Power of Zero – followed by a live Q&A with the Walker team!

As The US Debt Spirals Out Of Control, It Threatens To Disrupt Traditional Retirement Alternatives With An Impending Freight Train Of Onerous Taxes.

Learn from some of the industry’s the top retirement experts, industry insiders, & economists as they explain the true size of the government’s fiscal debt problems & the impact that rising taxes would have on entitlement program benefits (such as SS & Medicare) & your 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?

HOW WALKER HELPS BUSINESS OWNERS

How Can Walker Help Business owners?

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!

ready to begin your retirement JOURNEY?

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