THE RIGHT TOOLS

WALKER CAPITAL RETIREMENT TOOLBOX

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.

AN INSIDE LOOK AT the WALKER CAPITAL TOOLBOX  

CLICK TO DOWNLOAD REPORTS

RISKALYZE PORTFOLIO COMPARISON SAMPLE

HOLISTIPLAN TAX SUMMARY SAMPLE

RETIREMENT BENEFITS FORECAST SAMPLE

WALKER FEGLI ANALYSIS SAMPLE

POWER of ZERO

THE TAX TRAIN IS COMING 

The Tax Train is Coming

POWER OF ZERO

This powerful 75 minute documentary by best selling author David McKnight takes an in-depth look at how the U.S. National Debt is setting the stage for massive tax increases within the next 10 years and how these changes may impact a retiring generation of Baby Boomers.

With an all-star cast of US academic economists, fiscally concerned politicians, and the nation’s top financial advisors, this is the first major film to explore our nation’s looming debt crisis and the proactive measures Baby Boomers can take to protect their retirement plans from the crush of higher taxes.

In 2019 Forbes Magazine ranked The Power of Zero as the #9 best financial resource in the country.

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