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Financial & Retirement Services

Whether your retirement is coming up or you’re planning ahead, we’re here to help make the process a little easier. At Tony Walker Financial, we’ll answer questions, work through any misconceptions, and assist you in developing a plan that fits your life and your risk profile.

Beneficiary Outreach Program

Our new Beneficiary Outreach Program can help your children and adult grandchildren in preparing for their financial future. Please encourage them to visit our site to …

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Retirement Planning

Ready to take charge of your finances? Get started in just five simple steps. “Simple, Safe and Secure” - three words that describe Tony’s unique “philosophy” and …

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Financial Advice

LOOKING FOR A FINANCIAL ADVISOR? Don’t delay – talk or visit with Tony soon. There’s never a fee or any obligation. In fact, Tony will do …

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Investing

Investing, by definition, is ‘the outlay of money usually for income or profit’. Most commonly, people associate investing with the stock market. While this is …

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Financial Products

As we create your very own Retirement Gameplan, we may introduce you to various products and/or instruments for achieving the goals and addressing the concerns …

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Pensions & Social Security

Several years ago, Tony was invited to speak to a large conference of advisors in Las Vegas. The topic of the talk was the highly touted …

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Spending & Savings Plans

The Spending Plan is designed to help you organize your finances and provide a visual picture of your spending habits. With knowledge comes wisdom, so when …

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Life Insurance

Overfunded Life Insurance might be a term you’ve never heard before, but it might also be exactly what you need to create tax-free wealth for …

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Tax Management

Mitigating the Tax Tumor® In my 33 years in this business, while I agree in principal that it’s never a good idea to put all of …

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How We Get Paid

At Tony Walker Financial, there is never any cost or obligation to meet. As we design your GamePlan, you’re always welcome to follow through with …

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Disclosures

Warranties & Disclaimers There are no warranties implied. Walker Financial Services is a registered investment adviser located in Bowling Green, KY. Walker Financial Services may only transact …

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