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Most people spend more time planning for their vacation than for retirement. To make your retirement the ultimate vacation takes early planning. Talk with us soon about establishing a plan that will afford you to do the things you want to do during your retirement. |
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Backert-Walker Financial Group
| Bradley J Walker, CWA®, Shelley Smith, Tony Backert, CWA®, AAMS®, William S. Fuller
10200 Forest Green Blvd Suite 500 Louisville, KY 40223
Toll Free: (800) 230-0790
Phone: (502) 426-0790
Fax: (502) 426-0865 tbackert@hilliard.com |
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Bradley J Walker, CWA®, Shelley Smith, Tony Backert, CWA®, AAMS®, William S. Fuller | Backert-Walker Financial Group
10200 Forest Green Blvd Suite 500 Louisville, KY 40223
Toll Free: (800) 230-0790
Phone: (502) 426-0790
Fax: (502) 426-0865 tbackert@hilliard.com |
Announcements & Items of Interest:
-Hilliard Lyons will be sending out 1099's by 02/15
-Click here to view our most recent Retirement Questionnaire.
Thank you for visiting our website.
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.
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| | ©2012 HILLIARD LYONS. All Rights Reserved.05/18/2012 | J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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