Life changes –your financial plan should, too. We will work together to define, plan for and work toward your specific goals by assessing your income, assets, liabilities, risk tolerance, time horizon and even your tax situation. Using this assessment, the Walker Wealth Strategies team will build a plan designed around and aligned with your short- and long-term goals, monitoring your progress along the way. And as you reach important milestones, we will work together to adjust your plan accordingly. Learn more
No matter how wealth is attained, the financial challenge it brings is generally the same: You now have a substantial amount of money that must be carefully managed in order to protect it, provide income and achieve your legacy planning objectives. The challenges of wealth are familiar to the financial professionals at Walker Wealth Strategies and Raymond James. Managing significant wealth should not be done alone. It’s critical to seek expert, impartial advice. And it starts by assembling a team of professionals, including a financial advisor, who can manage all the “moving parts.” At Walker Wealth Strategies, we provide comprehensive wealth planning solutions for managing your wealth. Learn more
You have a vision, and we’re here to help you plan, transition into and enjoy the retirement you’ve always imagined. No matter how you envision your retirement, we can work with you in the months and years before this stage, helping you define and refine everything from housing to healthcare – all the things that contribute to your quality of life. Learn more
Retirement Savings Strategies
Are you changing jobs? Careers? Retiring? If you are planning to take money from your company-sponsored retirement plan, there are important decisions you need to make – sooner than you may think. How will you preserve the retirement funds you have accumulated to provide for your future? There are several considerations that can help protect you from unnecessary or untimely income taxes.We will educate you on your distribution choices and the potential outcomes, advise you on a distribution and an investment strategy in line with your goals, and analyze your options and the impact on your overall financial goals. Learn more
Consolidating retirement plan assets into a single IRA account can simplify your financial life. With all your retirement assets in one account, it will be easier to monitor and rebalance your portfolio, receive year-end tax information from a singular source, and review consolidated statements on a regular basis. Consult with us at Walker Wealth Strategies about the advantages of consolidating your retirement assets into an IRA. There are many factors involved and steps that must be implemented correctly in order to make the most of your rollover decision. And unlike advice that may or may not be available through your employer plan sponsor, the Walker Wealth Strategies team will provide advice that is customized for your financial goals and an allocation that is tailored for your needs and fits within the framework of your overall portfolio. Learn more
Estate & Legacy Planning
Effective legacy planning requires the right vehicles – such as trusts, wills and insurance – combined with the prudent selection, balance and placement of investments. We work closely with Raymond James’ trust and financial planning specialists to help ensure your wishes are implemented. Among the many resources, we have at hand is Raymond James Trust N.A., a wholly owned subsidiary of Raymond James Financial. The trust company currently manages more than $2.5 billion in assets for clients in most of the 50 states, as well as in a number of foreign countries. Through our relationship with Raymond James, you have access to the trust company’s wide range of trust and estate planning services. Learn more
Understanding one of the greatest rewards of wealth is being able to share it with others, we have the resources to help you protect your assets as well as benefit the people and charities you care about most. We can help you accomplish your charitable objectives in a tax-efficient manner that supports your overall wealth management plan. We’ll also collaborate with other professional advisors to help ensure your wishes are carried out. Depending on your circumstances, we can offer a number of solutions, including private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds. Learn more
Education planning may be an important part of your overall financial plan – particularly as the cost of tuition continues to rise. Through Raymond James, we offer a comprehensive spectrum of strategies to plan for your family’s future. Whether you need a state-sponsored plan, a custodial account, a trust or another specialized vehicle, we can help you find the solution that best addresses your needs. This isn’t just saving. It’s investing for the generation to come. And with a wide array of investment options to choose from, we can help you find the right education funding option for you and your loved ones. Learn more
Business Planning & Executive Solutions
We understand business planning involves the daily management and balance of investments and risk, and planning for the future. It’s about setting goals and, with the help of the team at Walker Wealth Strategies, employing the right strategies and tools to achieve them. And should you need it, Raymond James professionals have the investment banking expertise needed to provide the structuring and execution vital to your success at every phase of your company’s growth. We can even help you position and sell your business to realize the value you’ve created when the time comes.
Contact us today for a complimentary consultation!