Waker financial strategies is committed to maintaining the highest standards of integrity and professionalism in OUR relationships with each of OUR clients. I work to understand your financial situation and provide YOU with only the highest quality information. Services. And products to help meet your personal. Family. And business goals.
Services/Products
General InfoWaker financial strategies is committed to maintaining the highest standards of integrity and professionalism in OUR relationships with each of OUR clients. I work to understand your financial situation and provide YOU with only the highest quality information. . And products to help meet your personal. Family. And business goals.,Waker financial strategies is committed to maintaining the highest standards of integrity and professionalism in OUR relationships with each of OUR clients. I work to understand your financial situation and provide YOU with only the highest quality information. . And products to help meet your personal. Family. And business goals.,Life events planning I offer sound. Expert advice on a variety of financial situations that individuals are likely to encounter over their lifetimes. The broad range of topics includes everything from buying a house to improving your RETIREMENT. INVESTMENT strategies - I provide general. NON controversial information on various forms of investments and their TAX benefits. I will help YOU determine your asset allocation needs. Understand your risk tolerance. And recommend the appropriate investment vehicles to help YOU reach and exceed your goals. Insurance - I offer a variety of insurance products. OUR Independent platform CAN provide options from a wide selection of companies. Whether your need is life insurance. Annuities. Health. Disability. Or Medicare supplemental insurance. I CAN quote policies that will help fill a specific need and protect YOU and the ones YOU love from financial HARDSHIP. TAX strategies - I look for ways to help reduce your current and future TAX burden. Offer information on suggested TAX savings opportunities that YOU CAN implement immediately. And refer YOU to qualified TAX SPECIALISTS. BUSINESS services - Bring MY experts to your business - I offer a range of consulting SERVICES--ALL designed to help your Company reach its potential. Whether you're looking for a small tweak or complete overhaul. I have YOU covered. MY services are available a LA Carte SO YOU CAN GET precisely what YOU need.