RISK ANALYSIS QUIZ

Walker utilizes riskalyze for risk analysis 

RISKALYZE HELPS THE WALKER TEAM FIGURE OUT

HOW MUCH RISK IS TOO MUCH?

The old way of quantifying risk, with subjective questionnaires and age-based stereotypes, left a lot of room for interpretation and even more for error.  It is difficult to convert generic risk tolerance terms into an ideal allocation because ‘a little bit of risk’ can mean an abundance of different things to different people in different situations around different parts of the country.

That is why our planning approach utilizes a personalized “Risk Number” – a number on a scale of 1-100 that quantifies risk and is determined using Nobel Prize-winning technology.  Integrating this cutting-edge technology not only allows us to quantify how much risk you are comfortable with, it also allows us to input your current investment portfolio to quantify how much risk your assets are exposed to!  We can then stress test these models, with your retirement goals in mind, to optimize your portfolio allocation for success.

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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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!

ready to begin your retirement JOURNEY?

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