Advanced Wealth & Retirement Planning Concept

At Advanced Wealth and Retirement Planning Concepts, we are committed to providing state-of-the-art financial services that help our clients achieve their financial goals. Our President and Senior Managing Partner, Dr. Barbara Walker-Green, has been in the finance industry for over 20 years and has built a reputation for her expertise in retirement planning, estate planning, and investment advisory services. Her passion for numbers and people has enabled her to provide top-notch financial guidance to organizations, families, and individuals.

Our Mission Statement

Our mission is to provide client-centered financial services that enable our clients to build wealth and achieve financial security. We believe that financial planning is a journey, and we are committed to being our clients' trusted partner every step of the way. Our core values of integrity, ethics, commitment, and dedication drive us to deliver the highest level of proficiency in all our financial advisory services.

Our Services

We offer a wide range of financial services designed to meet our clients' unique needs. Our services include:

• Retirement Planning: We help our clients build a comprehensive retirement plan that takes into account their retirement goals, risk tolerance, and current financial situation. Our retirement planning services include 401(k) rollovers, IRA planning, and Social Security optimization.
• Estate Planning: We provide estate planning services that enable our clients to protect their assets and ensure that their legacy is passed on to their loved ones. Our estate planning services include trust and will preparation, probate avoidance, and estate tax minimization.
• Investment Advisory Services: Our investment advisory services are designed to help our clients grow their wealth and achieve their financial goals. We offer a range of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Our investment advisors work closely with our clients to develop a customized investment plan that aligns with their risk tolerance and financial goals.
• Strategic Financial Planning: Our strategic financial planning services are designed to help our clients make informed financial decisions that align with their values and goals. Our financial planning services include cash flow management, debt reduction, tax planning, and insurance analysis.

Our Process

Our financial planning process begins with a comprehensive assessment of our clients' financial situation. We take the time to understand our clients' goals, values, and attitudes toward risk. We then develop a customized financial plan that aligns with their unique needs and objectives. Our financial advisors work closely with our clients to implement the plan and provide ongoing support and guidance.

How We Can Help

At Advanced Wealth and Retirement Planning Concepts, we are committed to helping our clients build wealth and achieve financial security. We believe that financial planning is a lifelong journey, and we are dedicated to being our clients' trusted partner every step of the way. Whether you are just starting to save for retirement or looking to develop a comprehensive estate plan, we are here to help.