walkerwa.com

The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Independent, Fee-Only Wealth Management. Walker Wealth Advisors, LLC, an independent wealth management firm headquartered in Pensacola, Florida, is committed to providing fee-only wealth management. As a fee-only, independent wealth management firm, the recommendations of Walker Wealth Advisors, LLC are guided by your individual financial objectives. Disciplined, Long-Term Investing. Phone: 850.316.8871.

http://www.walkerwa.com/

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The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Independent, Fee-Only Wealth Management. Walker Wealth Advisors, LLC, an independent wealth management firm headquartered in Pensacola, Florida, is committed to providing fee-only wealth management. As a fee-only, independent wealth management firm, the recommendations of Walker Wealth Advisors, LLC are guided by your individual financial objectives. Disciplined, Long-Term Investing. Phone: 850.316.8871.

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1 our firm

2 our process

3 our philosophy

4 our clients

5 our story

6 our people

7 our location

8 the discovery meeting

9 regular progress meetings

10 business philosophy

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our firm,our process,our philosophy,our clients,our story,our people,our location,the discovery meeting,regular progress meetings,business philosophy,investment philosophy,client profile,dentists,small business owners,government employees,learn more,napfa

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https://walkerwa.com

The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Independent, Fee-Only Wealth Management. Walker Wealth Advisors, LLC, an independent wealth management firm headquartered in Pensacola, Florida, is committed to providing fee-only wealth management. As a fee-only, independent wealth management firm, the recommendations of Walker Wealth Advisors, LLC are guided by your individual financial objectives. Disciplined, Long-Term Investing. Phone: 850.316.8871.

INTERNAL PAGES

walkerwa.com

1

http://walkerwa.com/our_process/the-45-day-follow-up-meeting

The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Raquo; Our process. Raquo; The 45-Day Follow-up Meeting. The 45-Day Follow-up Meeting. At the Mutual Commitment Meeting. We will have taken the initial steps to implement your Investment Plan, which includes, among other things, transferring your investment portfolio into one or more newly established accounts. After the 45-Day Follow-Up Meeting, we conduct regular Progress Meetings. Note: This process applies to ne...

2

http://walkerwa.com/disclosures

The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. The services and processes described on this site apply to clients and prospective clients with whom Walker Advisors begins working on or after July 7, 2012. Existing clients may have undergone a process different than the one described on this site or may have a different arrangement with Walker Advisors. Rule regulating the exclusive jurisdiction(s) in which Walker Advisors is registered as an investment advisor.

3

http://walkerwa.com/our_process/the-mutual-commitment-meeting

The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Raquo; Our process. Raquo; The Mutual Commitment Meeting. The Mutual Commitment Meeting. If, after a Discovery Meeting. And an Investment Plan Meeting. We both believe that there is a basis for moving forward, we move to the third step of our wealth management process, a Mutual Commitment Meeting. At the conclusion of the Mutual Commitment Meeting, we will schedule a 45-Day Follow-Up Meeting.

4

http://walkerwa.com/our-philosophy/investment-philosophy

The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Raquo; Our Philosophy. Raquo; Investment Philosophy. Your Financial Objectives Guide Us. We understand that your investment portfolio must fund your financial objectives, both now and in the future. Your financial objectives together with your risk tolerance, income and liquidity needs and other special considerations (. Taxes) guide our recommendations concerning the design of your investment portfolio. We believe ...

5

http://walkerwa.com/fee-only

The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Raquo; Fee Only. Walker Wealth Advisors, LLC is a fee-only financial advisory firm. Because to find out where a person’s loyalty lies, you often need to do nothing more than follow the money. A firm that is fee-only may charge its advisory fee in several ways: (i) as a percentage of the assets managed for clients, (ii) as a flat annual fee (. 3 W Garden Street, Suite 710, Pensacola, Florida 32502.

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The investment plan meeting. The mutual commitment meeting. The 45-day follow-up meeting. Independent, Fee-Only Wealth Management. Walker Wealth Advisors, LLC, an independent wealth management firm headquartered in Pensacola, Florida, is committed to providing fee-only wealth management. As a fee-only, independent wealth management firm, the recommendations of Walker Wealth Advisors, LLC are guided by your individual financial objectives. Disciplined, Long-Term Investing. Phone: 850.316.8871.

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