UNDERSTANDING THE CURRENT TAX climate
HOW WALKER IS DIFFERENT
Truly Holistic Retirement Planning requires a braintrust of like minded experts with complimentary areas of expertise which is why Walker Capital has partnered with a Tax Professor & CPA to help you understand your current tax equation and how it may change in coming years.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!
NOT SURE WHERE TO START? LET WCPG HELP
WHAT WAS YOUR CAREER?
INDIVIDUALS & FAMILIES
WCPG’s tax-centric holistic planning can help you & your loved ones navigate retirement with tax, income, & legacy planning from our team of experts.
AS SEEN ON:
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!