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Retirement Planning Services

Retirement Planning

At Tony Walker Financial, we take the worry out of retirement by crafting personalized GamePlans that fit your unique goals and lifestyle. Our simple, straightforward process ensures you are on track to use and enjoy your money without the fear of running out.

Annuities

Annuities are a cornerstone of our WorryFree Retirement® philosophy, offering guaranteed fixed returns, opportunity for safe accumulation OR Mailbox Money®. At Tony Walker Financial, we cut through the confusion and help you select an annuity that is best for your situation.

401(k)/IRA Rollovers

Are you considering a rollover? We help make sense of your options by providing guidance through the process of consolidating your retirement accounts into an individualized plan that works best for your specific circumstances and stage in life.

Investing

Investing doesn’t have to be complicated or expose you to more risk than you are willing to take. Our unique approach focuses on balancing growth and security to support your long-term retirement goals AND current income needs. Let us help you navigate the markets with a clear strategy.

Tax & Fee Analysis

Don’t let taxes and fees quietly erode your retirement savings. We carefully analyze your current plan to uncover hidden costs and identify opportunities to save. By attacking costs on your money and mitigating your Tax Tumor®, we can keep more of your hard-earned money in your pocket.

Social Security Election

Choosing when and how to claim Social Security is one of the most important decisions for your retirement. We will help you consider when it is optimal to elect your benefits by providing you a written GamePlan. With our guidance, costly mistakes can be avoided.

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Investing For Retirement

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The Rule of 55 Explained: Access Your 401(k) Before 59½ Without the 10% Penalty
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Our Client Spotlights

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Tony Walker Financial Client Spotlight: Brian & Anita Ashley
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Annuities Made Easy - Part 3
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Team Of Retirement Service Experts

Where Personal Service Still Matters

  • Tony Walker

    Fiduciary & Financial Advisor

  • Heather Hughes

    Fiduciary & Financial Advisor

  • Trey Jurgens

    Fiduciary & Financial Advisor

  • Wes Walker

    Fiduciary & Financial Advisor

  • TJ Reagan

    Fiduciary & Financial Advisor

  • Gina Tutwiler

    Office Manager - Louisville

  • Lisa Allerkamp

    Income Planning Specialist

  • LeAnn Tinsley

    Certified Tax Specialist

  • Shannon Ross

    Securities Trading

  • Shanna Zackery

    Appointment Scheduler

  • Jennifer Jaggers

    Annuity New Business

  • Mandy Houchins

    Client Services

  • Juanita Jackson

    Investment New Business

  • Wendi Kelley

    Client Services

  • Craig Davis

    Investment New Business

  • Katelyn Decker

    Client Services

  • Beth Wisman

    Onboarding Specialist

  • Matt Stebbins

    Digital Marketing

  • Alyssa Arnaut

    Annuity New Business

  • MaryBeth Warren

    Phone Operator

  • Casey Cosby

    Income Planning

Listen To All Of Our Audiobooks!

Live Well, Die Broke is now Available as an Audiobook!
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WorryFree Retirement Process is now Available as an Audiobook!
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Expect The Best is now Available as an Audiobook!
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Serving Kentucky and Southern Indiana

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Call Us: 1.877.499.9255

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