Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Kyle D. Walker, LUTCF IAR

Retirement Income Specialist
Walker Wealth Financial

Kyle Walker has over 20+ years in the Financial & Retirement Service Industry. He specializes in Wealth Management, Accumulation Protection, and Income Distribution. His planning philosophy advocates saving dollars in the right types of accounts during the accumulation years so that in retirement, these dollars can be distributed in the most tax efficient way, which provides his clients a better lifestyle in retirement.

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.

Protect My Retirement!

Life Happens!
https://www.LifeHappens.org/ is a wonder resource for Retirement Information. Life Happens is a nonprofit organization with a mission to inspire the public to take personal financial responsibility through the ownership of life insurance and related products.
Their website has loads of valuable information, but I encourage you to watch the following two videos first:
1. Actor and Comedian Anthony Anderson shares his personal life insurance story during Life Insurance Awareness Month. –> https://www.lifehappens.org/videos/anthony-anderson-story/
2. Life Insurance 101: Life insurance is a simple answer to a very difficult question: How will my family manage financially when I die? It’s a subject no one really wants to think about. But if someone depends on you financially, it’s one you cannot avoid. –> https://www.lifehappens.org/insurance-overview/life-insurance/

Protect the Best Things in Life!
Every September, Life Insurance Awareness Month reminds us all how life insurance can provide financial stability for loved ones – even through the shakiest of economic times. Protect the Best Things in Life! –> https://sfgmembers.wistia.com/medias/5salkv5rae

Will your retirement income take “The Hit”?

I strongly encourage you to watch the following video from Allianz Life.
Click to Watch Video –> https://www.allianzlife.com/allianzanswers

Allianz Answers was created to help educate tomorrow’s retirees about the issues they should be considering today. Clear, short answers to the questions people like you actually have about how to help plan for the retirement you want.

After viewing the video, please browse the following sections for great Retirement Insights!
Reclaiming the Future
Women, Money and Power
Social Security Benefits
Retirement Tools

The Retirement Savings Dilemma
Get off the path of low distrubution. Learn about the planning of retirement with indexed annuities. This video touches the subjects of Wealth Building, 401K, Pensions, and how to get from Pre-Retirement to Retirement Distrubition. –> https://www.brainshark.com/WBCLLC/vu?pi=zH3z13v5FUz4OtKz0