Products and Services

At Linda A. Walker, CFP, we provide assistance in the following areas:

Investments

 

• Bonds
• Common Stock
• Educational IRA

• Brokerage Accounts
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA

• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuity

Financial Planning

 

• Retirement Plans
• Tax Plans
• 401 (k) Planning
• 403 (b) Planning
• College Plans

• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

Insurance

 

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance

Tax Planning

 

• Relocation Tax Issues