Backert-Walker Financial Group - Hilliard Lyons - Louisville, KY
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Retirement Questionnaire
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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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To arrange an appointment, please use the email form below or call (502) 426-0790.


©2012 HILLIARD LYONS. All Rights Reserved.02/11/2012

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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