WALKER CAPITAL TEAM

THE RIGHT TEAM WITH THE RIGHT TOOLS

TOM WALKER

FOUNDER, ChFEBC

Tom Walker is a nationally recognized retirement author, speaker & Chartered Federal Benefits Consultant with over 8 years experience working closely with federal employees & their families to design their ideal retirement. Tom has a passion for empowering federal employees to achieve their financial independence by successfully coordinating their government benefits with successful retirement strategies. As an avid reader and frequent keynote speaker, it was a natural progression for Tom to begin writing in 2016 when he recognized the need to leverage his knowledge in a way that enabled him to reach more of those trying to make informed retirement decisions. Since then, Tom has been a Featured Author on many of the largest Federal Employee News Syndicates in the country & has had the opportunity to enlighten and educate more than 250,000 readers (and counting!) in that short time. Tom is incredibly excited to be compiling & organizing the concepts first articulated in his articles into a full length Federal Retirement Planning book coming later this year!

A serial entrepreneur, Tom has coupled his hands-on experience starting & growing numerous businesses with his studies of successful retirement planning strategies to help business owners achieve their retirement goals. With the incorporation of strategic planning partnerships, WalkerCPG is uniquely positioned to share the knowledge necessary to help those entrepreneurs who pour everything into building their business & contributing to the American Dream.

Tom is also a proud Big Brother with the Big Brother Big Sisters program & the founder of ‘Guitar Charaoke’, a non-profit that allows Tom to raise money for local causes while sharing his love of music & karaoke style guitar.

AS SEEN ON:

meet the guides for your RETIREMENT journey

THE WALKER CAPITAL TEAM

Alyssa Clausen, Executive Asst.

Alyssa has over 10 years of experience working within different areas of the financial and retirement planning industry. She is passionate about working closely with clients and making their experience with Walker Capital an exceptional one. When Alyssa isn’t working, she likes to be doing anything outside with her daughter. They love to travel, camp, play games, enjoy time with family/friends, and she excels at keeping WCPG organized!

David Baldwin, CPA

David P. Baldwin, CPA, is a licensed CPA in North Carolina and South Carolina. He is a member of the American Institute of CPAs (AICPA). David is a Certified Internal Auditor and a Chartered Global Management Accountant. He earned his BS in Financial Management as well as a Master of Professional Accountancy (MPAcc) from Clemson University. David has 25 years of experience in accounting, auditing and small business finance.

Abigail Duenas, Retirement Counselor

Over the last 10 years Abigail has helped thousands of federal employees realize their financial goals while training many other financial experts on smarter and safer investment strategies. Prior to becoming a retirement counselor, Abby was the CEO of a commercial & residential mortgage company. She has 2 young children, Aj 3 years old & Sophia 9 months old.

READY TO SCHEDULE WITH THE WALKER TEAM?

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BELOW ARE A LIST OF WALKER'S UPCOMING WEBCASTS

WALKER CAPITAL UPCOMING EVENTS

The Roth TSP & Other Forms of 'Tax-Insurance'

In this 2nd installment of the WCPG 2021 Webcast Series we are going to explore why we need to rethink our retirement savings assumptions if we want to insure our lifestyle against increasing income tax rates. We will be exploring Historical Perspective of Tax Rates and how those rates correlate to National Debt, the Taxation of Different Asset Classes, Steps for Creating Tax Diversity in Your Retirement Portfolio, & Why 'Tax-Free' is Critical to Ensuring Your Financial Independence... especially as we see the dust begin to settle from the trillions of dollars of stimulus spending forced by the pandemic.

Attendees will also get exclusive access to a personalized Retirement Benefits Forecast WITH 'Tax-Wise' Distribution Guidelines - FREE! You won't want to miss this value-packed opportunity!

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Special Viewing: "Power of Zero" + CPA Live Q&A

Join us for complimentary access to The Power of Zero documentary - followed by a live Q&A with the WCPG 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, government 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…

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Thrift SPENDING Plan

Designing Your Retirement Income

In the exciting 4th installment of the WCPG 2021 Webcast Series we are circling back to the TSP but focusing on successful strategies for the Distribution Stage of planning. This includes discussions & additional resources covering; the Outdated 4% Rule, Systematic Withdrawals vs Bucket System, the Antiquated TSP Annuity, More Flexible Alternatives & more!

Attendees will also get exclusive access to a copy of Tom's new book - FREE! Seats are limited & this is our most popular event so don't miss it!

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CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?

CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS

WALKER'S 2020 EVENTS

CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL

WEBCAST RECORDINGS

CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS

CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?

CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS

WALKER'S 2020 EVENTS

CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL

WEBCAST RECORDINGS

CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS

WALKER Publications

FEATURED BLOGS & ARTICLES

The Decisive Decade: The 10-Years That Will Shape Your Retirement

There is a critical period in retirement planning, a span of roughly 10 years that largely determines the sustainability of your lifestyle throughout your retirement. This 10 year time frame has no set start age, like Medicare or Social Security, because this decisive decade is unique to each individual’s retirement date. For it is that date which marks your transition from the Accumulation Phase to the Distribution Phase of your financial lives, it is when you reach the mountaintop of wealth accumulation, retire, and begin plotting your descent route to see you safely to the journey’s end.

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Rethinking Tax Assumptions

Have you ‘insured’ your retirement against the threat of higher future tax rates? Generally, when we purchase insurance, regardless of which type, we are paying a small amount of money today (commonly referred to as premiums) to insure against a major expense or concern later. Is there a way that you can apply this same concept to insure your nest egg against future tax rate changes? In other words, is there a way you could pay a little more in taxes today to protect ourselves from potentially paying much more in taxes later?
Have you ‘insured’ your retirement against the threat of higher future tax rates?

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Surviving Spouse Benefit

I recently asked this question at one of my FERS pre-retirement seminars and saw many confused faces peering back at me. “What do you mean?” was the collective telepathic response. “Well, income continuation can be designed with purpose, can be planned out, and income for a surviving spouse can come in a number of different ‘flavors’”, I then asked again, “What kind of income do you think your spouse would like if you were to pass away?”

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