Retirement Planning

It is important to plan ahead for the distribution of your retirement benefits. Our firm can help you determine how to take the distribution of those assets, and advise you on how to invest and protect them. Choosing a financial professional who has earned the designation of Certified Senior Advisor, such as Barbara Walker, you can be assured of working with an individual who is committed to the issues central to all of those retiring.

Strategic Planning for Women

Many women have incomes that help out or support their families. They play an important role in planning for their family's financial future. Whether it's your retirement, your childrens' education, the sudden loss of a spouse, widowhood, or divorce that concerns you, Barbara can customize a plan to fit your needs.

Trust Services

Our firm will help advise you on how to transfer assets in order to avoid possible unnecessary probate expense and income and estate taxes for your heirs. Estate planning is essential for businesses that may need to pass to heirs.

Investment Planning*

Receiving professional assistance to assessing your risk tolerance and achieving your long-term goals is important. A wide variety of investment opportunities and fee-based platforms are available.

Insurance

By asking important questions, Walker Financial Strategies can recommend life, health, disability, and/or long term care insurance to reduce your exposure to risk. You've worked hard all your life to accumulate your wealth and assets; it is crucial to adequately protect those assets.