Walker Capital Preservation Group, Inc. is an independent estate, retirement, and financial planning firm with special expertise in coordinating Federal Benefits. With offices in Maryland and North Carolina our goal is to help Families, Federal Employees, and Business Owners throughout the southeastern United States. Our primary mission is to provide sound financial strategies and advice as part of a complete estate and retirement plan for our clients. We partner with other professionals such as attorneys, real estate professionals, mortgage officers, and others to ensure our clients have access to the advice and expertise they need for total planning.
We strive to offer you peace of mind through holistic retirement planning. We define peace of mind as a deeply rooted confidence that comes from the knowledge that your financial plan is built on the foundation of empowerment through education. Peace of mind is found at the intersection of proactive planning and enlightened understanding.
Tom Walker, a Federal Benefits Consultant specializing in Federal Retirement Planning. As a Chartered Federal Employee Benefits Consultant℠,
Tom is one of only roughly 400 Retirement Planners in the nation to be designated as having this level of expertise in Federal Benefits. Tom has a passion for sharing this knowledge which has led him to writing as a Featured Author on many of the largest Federal Employee News Syndicates in the country – FedSmith, FederalNewsRadio, and Federal Employee’s News Digest.
Marty Beeson is a Certified Estate Planner (CEP) and a member of the National Institute of Certified Estate Planners (www.nicep.org). Marty has been in the financial services industry as an independent practitioner for almost 20 years and has focused on estate planning almost exclusively in that time period.
Marty is a Vietnam Veteran, and served in the U.S. Army from 1970 – 1977. During that time he earned several medals, including an Army Commendation Medal, medals for good conduct, a Meritorious Unit Citation and a Presidential Unit Citation.
Allison Brown is a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and is a member of Ed Slott’s Elite IRA Advisor group. She has a BS in Finance from the University of Maryland and an MBA in Finance & Marketing from the University of Chicago, one of the top-ranked business schools in the country.
As a CPA, Allison uses her knowledge of the tax code to ensure plans are tax-friendly, and as an Ed Slott Elite IRA Advisor she specializes in maximizing retirement assets and helps ensure smooth transition to heirs at the appropriate time. Allison is a former Federal Employee.