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Tony Walker CEO/President/Owner

 

Tony’s Credentials

As a Fiduciary, Tony is dedicated to helping Savers worry less about money®. His extensive training and education over the past 33 years is as follows:

 1983 – Graduate of Western Kentucky University with double major in Broadcast Communications and Psychology;
 1984 – Enters financial field – licensed to sell life insurance and annuities;
 1986 – Becomes licensed to sell securities;
 1988 – Completion of the American College’s CLU (chartered life underwriter) program, becoming one of the youngest in the country to achieve this prestigious designation for estate planning;
 1989 – President of the Southern Kentucky Estate Planning Council;
 1994 – Completion of the College for Financial Planning, CFP education program;
 1996 – The first advisor in Kentucky to host a weekly 30-minute television show, “Your Money Matters”;
 1996 – Becomes registered as investment advisor – Fiduciary;
 1997 – LEAP licensed with further extensive training in macro-economic;
 2004 – 2007 – participated in Strategic Coach. Authored first book The WorryFree Retirement®;
 2004 – Included in the first group to become an Elite IRA advisor trained by noted author Ed Slott, CPA;
 2005 – Participated in goal-setting guru, Brian Tracy’s Focal Point program;
 2007 -2014 – Featured weekly retirement specialist on WAVE3 TV’s “Wave Listens Live”;
 2013 finalist, Advisor of the Year, by Senior Market Magazine
 2014 to present – Host of the TV and radio shows, The WorryFree Retirement®;
  2018 – Recognized by the insurance industry as one of the leading writers in the country of Fixed Indexed Annuities with premium of over $300 million.
 Long-standing A+ rating by the Better Business Bureau

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Tony's Latest Article

The 7 Blunders Financial Advisors Are Making with YOUR Money!