Matthew E Walker
Financial Advisor|CLTC®
Inspiring Clients to Dream Big
Business owners
Business owners are the backbone of our economy, driving innovation and creating jobs. Our experienced team is dedicated to helping business owners navigate the intricacies of wealth management, succession planning, and business expansion.
Resources
- Business Succession Planning
- Whether it's a few years from now or decades away, there will come a day when you will leave your business. To ensure your business passes successfully to its next owner, it's important to begin planning now. The best plan may be one that occurs over multiple years.
- A Business Succession Plan on Your Terms
- Whether you just started your business or have been a proud business owner for a while, it’s never too soon to start thinking about who will take over when you’re ready to retire. We can help you plan your succession, so you can transfer the business you’ve built on your terms.
Physicians
Physicians are the healers of our communities, dedicating their lives to the well-being of others. We understand the unique financial challenges that physicians face. From managing student loan debt to planning for retirement and protecting your assets, our team specializes in providing comprehensive financial solutions tailored to medical professionals.
Resources
- What to Know About Disability Insurance for Physicians
- We buy insurance to protect our homes, cars, and even mobile phones. If you’re a physician or dentist, you have or will likely have malpractice insurance. Hopefully, you’re also considering disability insurance. As medical professionals, we invest a great deal into our careers and our ability to generate income. Disability insurance for physicians and dentists protects a portion of that income. Learn more here.
- 4 Questions Physicians Should Ask About a Disability Insurance Definition
- If you’re a physician evaluating disability insurance policies, key considerations should include not only your cost and coverage but also how the policy you choose defines total disability and partial disability.
Professionals
Professionals across various fields, such as lawyers, engineers, and consultants, face unique financial challenges as they strive for career advancement and financial security. We offer specialized financial solutions designed to help professionals build wealth, plan for the future, and navigate life's financial complexities.
Resources
- We Approach Financial Planning Differently
- As your wealth grows, your financial picture can get more complicated. Protecting what you’ve worked so hard for and living the life you want to live today become equally important.
- The Right Estate Plan Makes all the Difference
- If you don’t have an estate plan, you’re not alone. Only 40% of Americans with significant wealth do. But you’ve worked hard to create a legacy for the people you love, and our team can help make sure your wealth and family are protected for generations to come.