We Are NOT Money Managers… We’re Retirement Planning Specialists.

“Money Managers attempt to grow your money at all costs; We help savers use and enjoy their money at the least amount of cost.”

Ready to Use, Enjoy and Protect Your Money?

Get started in just five simple steps.

“Simple, Safe and Secure” – three words that describe Tony’s unique “philosophy” and “process” for helping people stress less about their money. We called it The WorryFree Retirement® Process.

1

Clarify Your Vision

Before beginning any journey, it’s best to know where you’re going and what to expect along the way. Our first step of the process is unique because it’s all about you and your vision of retirement.
Together, we’ll clarify where you want to go. We’ll help identify your personal strengths and opportunities and consider potential dangers and threats to your financial journey. A personalized written outline summarizing your unique vision will be mailed to you for review at no cost or obligation.
2

Assess Your Situation

A trusted doctor would never give a medical diagnosis without first looking you over. When it comes to your financial diagnosis, neither will Tony! At “The Assessment” meeting, we will review your personal financial information. We’ll help organize your finances so that potential issues or concerns can be addressed and corrected. A brief written assessment of any findings and recommendations will be provided to you at no cost.
3

Create a GamePlan

The WorryFree Retirement® is based on commitment and trust. In order to work together, we must create, confirm and commit to a GamePlan. We will never pressure you to buy anything from us, nor will we ever suggest you move forward with our recommendations unless you completely understand them.
4

Implement Your Gameplan

Reaching any goal requires action. With implementation of your personal Gameplan, you will have a safe, easy to follow path format reaching your retirement goals. This written Gameplan will be self-contained in a highly organized binder that clearly communicates your hopes and dreams.
5

Monitor Your Progress

There’s only one guarantee in life: nothing stays the same! Because change is inevitable, we provide one-on-one consultation with you at no cost, whenever you need it. When you’ve got a question, we’ll be here for you. That’s what trust and commitment are all about. The WorryFree Retirement® Process anticipates change and values the idea of monitoring your progress along the way. Our time together also gives us a chance to explore new ideas and possibilities as well.

Our Offices & Production Studio

Tony's Fireside Chat

See how Tony got started in this business...

Click the play button below to learn how Tony Walker Financial got started and how the founder views Retirement Planning as it is today in the current marketplace.