Tony Walker Financial

Free Personal Profile

Looking for a Financial Advisor you can trust?

Then don't delay - talk or visit with Tony because there's never a fee or any obligation to do so. In fact, Tony will do his best to make it as easy as possible; either by discussing your personal situation by phone, or in person!

And while Tony is happy to meet or discuss personal finances with anyone, here's the Top 10 reasons people meet with Tony:

People who are retired, looking to retire, recently laid off or changing jobs who are looking to protect their hard earned savings in their 401(k), Thrift or IRA.
People who are fed up with Wall Street telling them to "hang in there" and "the market always goes up" while all along, Wall Street seems makes money regardless of whether the investor does or not!
People who are looking for a monthly income (mailbox money) that they can never outlive.
People who have money in CD's, savings accounts and / or Money Market Accounts and are looking for a safe and higher return.
People who want a game plan on how they can use, enjoy and protect their money at the least amount of risk, fees and taxes.
People who are looking for a way to reduce taxes on their money now, and into the future.
People who are looking for ways to protect their money for their children; either upon death and/or from nursing homes.
People who want a trusted advisor whom they can meet in person, rather than relying on impersonal 1-800 numbers from big financial institutions (where you never get to talk to the same person when you call back).
People who want to learn the truth about annuities and life insurance and which products are best suited for their personal situation.
Folks who truly want to learn how to be WorryFree when it comes to their money and their life (realize you can't take it with you so why not use and enjoy it during your brief stay here on earth).

So what are you waiting for? Complete the no-obligation form below. Tony's office will follow-up to confirm a convenient time for you to talk more with Tony personally.

Contact Information

Please fill out your contact information:

First Name *

Last Name *

Street Address 1 *

Street Address 2

City *

State *

Postal Code *

Email Address *

Primary Phone Number *

Number:

Additional Phone Number

Number:

Personal Information

Please tell us a little bit about yourself.

Birthday (mm/dd/yy)

Marital Status

Spouse Name

Spouse's Date of Birth (mm/dd/yy)

Anniversary (mm/dd/yy)

Appointment Date (mm/dd/yy)

# of Children

# of Grandchildren

Financial Information

Please tell us a little bit about your Financial Situation

Do you currently work with a financial advisor?

If so, who?

When did you last meet with your adivsor?

How often do you meet?

Are you Retired?

If no, date you plan to retire (mm/dd/yy)

Spouse Retired?

If no, date spouse plans to retire (mm/dd/yy)

Work Part-time?

Does Spouse work part-time?

Employer (if not retired)

Position

Spouse's Employer (if not retired)

Spouse's Position

Legal Documents
Do you have any of the following:
Will	Long-Term Care Insurance
Living Trust	Disability Insurance
Living Will	Life Insurance
Durable Power of Attorney	Liability Umbrella

Financial Concerns
My three biggest concerns:
Concern #1
Concern #2
Concern #3
My spouses three biggest concerns:
Concern #1
Concern #2
Concern #3

Assets
Please list the fair market value of all assets that apply to you:
Residence	$	Mutual Funds	$
Rental Real Estate	$	Savings	$
Land	$	Money Markets	$
C.D.s	$	Annuities	$
401(k)	$	Other	$

Debts
Please list your current debts:
Home Mortgage	$
Credit Cards	$
Other Real Estate	$
Vehicle Loans	$
Home Equity Line	$
Other	$

Questions or Comments?
Questions or Comments