Free Personal Profile

A word from Tony about your money:

"My granddad's favorite part of retirement was, on the first day of each month, walking down the driveway to the mailbox. Granddad lived in the country and it was a long walk to the mailbox to collect his monthly pension check. Granddad called it "mailbox money". I tend to think of Granddad's guaranteed mailbox money as a constant supply of "milk money". Problem is, today, most folks are running out of milk!

Why? Because hard-working Americans have been suckered (one of my Granddad's favorite sayings) into believing that the way you create a WorryFree Retirement is by putting your life savings at risk (stocks, growth mutual funds, high yield bonds and other potentially risky investments - usually loaded with high fees and taxes to boot) or, worse yet, accepting piddly interest rates at the bank (because people are scared to death and don't know of any other safe alternatives).

There is a better way to use, enjoy and protect your money - a simple, yet unique, process for guaranteeing a constant stream of money that you can never outlive. A process that will lower your taxes (government's fair share) and greatly reduce these unnecessary fees charged by Wally World (Wall Street)."

But it requires a Leap of Faith on your part!

As the Creator of The WorryFree Retirement and as a Registered Investment Advisor with over 25 years in the financial trenches, Tony understands the value of 'Sleep Insurance' and why having a lifetime supply of 'milk money' is crucial to a WorryFree Retirement.

And here's the best part: there is NEVER a fee or obligation to discuss your situation with Tony! His assessment of your finances is available to you - absolutely FREE!

Take advantage of Tony's experience and common-sense approach to money and life. To meet with Tony in person, or over the phone, simply complete the confidential information below. Or, if you'd like, call Tony's office toll free at 1-877-499-WALK.

Tony is actually waking up each day and going into the financial trenches. He is there, face-to-face, doing his best to help people create a financial game plan that guarantees they won't run out of money during retirement.

Complete your Free Personal Profile. This information will be securely sent directly to our office and confidentially reviewed. You will then be contacted to schedule a time to come meet with Tony at NO cost and see what he can do for your situation.



  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







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Tony Walker Financial | 1733 Campus Plaza Ct. Ste 6
Bowling Green, KY 42101 | 1-877-499-WALK