The complexities of building, preserving and passing along wealth have never been as great as they are today. The Backert-Walker Financial Group provides a comprehensive menu of professional services for owners, plan sponsors, plan participants and those retired or preparing for retirement.
It does not matter if you are an administrator, owner, trustee or an investor, the importance of guidance, education and comprehensive solutions, need to be considered, when developing your qualified plan design or as a long-term invester.
Having attained the Chartered Wealth Advisor® designation, we are skilled in recognizing and leveraging the many resources available at Hilliard Lyons, as well as those available through the collaboration with your CPA, Third Party Administrator and attorney, for a truly integrated financial plan.
We are capable to support you with virtually all of your wealth management needs. We are specially trained in the following areas:
Employer sponsored retirement plans, design and management
Strategic planning for business owners
Portfolio evaluation and asset allocation strategies
Estate planning and wealth transfer
Charitable gifting strategies
Succession planning and the other needs of business owners
Retirement planning
Risk management and insurance strategies
If your financial position is such that it requires many levels of skill, we can help bring it all into focus by designing a single, comprehensive strategy.
It does not matter if you are an administrator, owner, trustee or an investor, the importance of guidance, education and comprehensive solutions, need to be considered, when developing your qualified plan design or as a long-term invester.
Having attained the Chartered Wealth Advisor® designation, we are skilled in recognizing and leveraging the many resources available at Hilliard Lyons, as well as those available through the collaboration with your CPA, Third Party Administrator and attorney, for a truly integrated financial plan.
We are capable to support you with virtually all of your wealth management needs. We are specially trained in the following areas:
If your financial position is such that it requires many levels of skill, we can help bring it all into focus by designing a single, comprehensive strategy.