INDIVIDUALS & FAMILIES

WALKER CAPITAL IS YOUR TRUSTED GUIDE 

we know INdividuals & families are unique

IS YOUR FINANCIAL PLAN?

Walker Capital’s tax-centric holistic planning can help you & your loved ones navigate retirement with tax, income, & legacy planning. Through strategic partnerships we have built a team of experts that allows Walker Capital to provide a unique perspective & a comprehensive approach to retirement planningWhether you are single, married, have a family, or are already enjoying your Retirement years, Walker offers solutions custom tailored to meet your retirement needs.

a diversified approach to planning & assets

HOW WALKER IS DIFFERENT

Tax Planning

With the national debt skyrocketing, tax planning helps Individuals & Families understand how to keep more of their hard earned money as tax rates increase in coming years. What good is investment growth if you can’t actually enjoy it in retirement?

The key is to be proactive in addressing these concerns today because taxes are only going to be ‘on-sale’ for a few more years and the IRS has already put major restrictions on how much you can contribute in each of those years!

Insurances

Designing a plan to preserve the quality of our lifestyles, both during and after our time here ends, is a cornerstone of a complete retirement plan.  Life insurance has evolved powerful new features, called Accelerated Living Benefit Riders, to protect the policy owner during their lifetime now as well.  Life insurance is no longer just for our loved ones after we pass, it is an integral part of how we protect your retirement from numerous concerns. No plan is complete if it does not address the potential impact of critical illnesses, the crippling costs associated with a loss of independence (need for assisted living), or the consequences of a premature demise.

Retirement Income Planning

The Importance of Retirement Planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan.

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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