Click this video below to learn how we plan on keeping you WorryFree in Retirement in the case of Tony’s passing.
I can’t speak for what other advisors are doing to prepare their firms for their deaths; however, I can speak for myself!
I’ve put a lot of thought into what I need to do in order to ensure my staff and my clients will be able to live out their WorryFree Retirement® long after I’m gone. Let’s take a look at a few things I’ve planned to keep Tony Walker Financial moving forward even without me.
The Retirement GamePlans that Tony Walker Financial creates for our clients will not go away after Tony is gone. Our advisors and staff are here to service all investments and products in every GamePlan providing great service – long after the ‘sale’.
With nearly four decades of experience in the Financial World, I’ve always practiced what I’ve preached. The company has no debt and holds a large life insurance policy on me just in case that fateful day happens sooner than expected. The policy will continue to take care of my staff in order to take care of my clients.
Thank you for your trust in Tony Walker Financial!
-Tony
