Walker Tax & Retirement Planning
CONTACT US TODAY!
(860)892-8144
Welcome to
Walker Tax & Retirement Planning
We are an experienced financial firm specializing in Federal Employee Benefits, Tax & Social Security Planning.
Our experts will work with you 1-on-1 to give you the personalized attention you deserve and create a financial planning strategy that suits your personal retirement needs.
For over a decade we have worked with federal employees all over the country to help create a deep educational experience of the sometimes confusing and multiple moving parts to the federal benefits systems. We encourage you to attend one of our educational events so you are well equipped for a long and stress-free retirement.
THE WALKER PLANNING
PROCESS
STRATEGY &
GOALS
PLAN
DEVELOPMENT
PLAN
IMPLEMENTATION
ON-GOING
PLAN MONITORING
AREAS OF
SERVICE
FEDERAL BENEFITS PLANNING
TAX PLANNING
TRADITIONAL & ROTH IRA'S
ESTATE PLANNING
SOCIAL SECURITY PLANNING
TSP/401K ROLL OVERS
LIFE INSURANCE
DEBT REDUCTION
OUR MISSION
Our firm's top priority is putting our client's finances first! As a full-service insurance agency, we at Walker Tax & Retirement Planning, understand that today's financial market can be difficult to understand and navigate. Our trained advisors are prepared to educate our clients by collaborating one-on-one to produce a customized financial plan that safeguards their family's assets in preparation for the future.
All About Strategy
One-On-One Personal Retirement Strategies
Tax Strategies
Small Business Financial Strategies
Corporate Tax & Financial Strategies
OUR PARTNERS & AFFILIATIONS
Federation of Federal Employee Benefits Advocators
Government registered Educational company
Leverage Social Security
Social Security Workshop Provider
FEDweek
Online Federal Education Source
WALKER TAX & RETIREMENT
PLANNING, LLC
OFFICE LOCATION
The Montville Professional Center
80 Norwich New London Turnpike
Uncasville, CT 06382 Suite K
Contact us
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