WALKER FINANCIAL - PLANNING ADVICE

If you do not meet our minimum account size for asset management, or you want advice on a one-time or standalone basis, Walker Financial offers this agreement under a flat fee or hourly arrangement. The hourly rates for professional financial consulting are $250 per hour for Warren Isenberg, and $400 per hour for Scott Walker.

We also offer Specialty Plans to address a specific issue in the areas of investment management, tax planning, retirement planning, education funding, estate planning, or risk management (insurance analysis). Depending on the complexity of the plan, the fee range for specialty plans is $2,000 - $5,000. The fee range for comprehensive financial planning is $5,000 - $15,000.

RETIREMENT

Your retirement years can be the best years of your life. The sooner you start planning for retirement, the easier it will be to meet both your financial and non-financial goals.

Walker Financial specializes in Individual Retirement Accounts (IRA’s), 401(k) rollovers, and trust accounts. Our approach includes gathering and analyzing data, creating a strategic plan, making specific recommendations, implementing the approved plan and providing ongoing advice. Your account will be invested in only liquid, marketable securities like individual stocks and bonds, Exchange-Traded Funds (ETF’s), and no-load mutual funds.

Our goal is your financial independence.

Our Services

INVESTMENT MANAGEMENT

You get personalized services and objective advice from a seasoned fee-only fiduciary advisor.

FINANCIAL PLANNING

Objective advice from a CFP® practitioner offered on an hourly or flat fee basis.

GOVERNMENTAL 457

Walker Financial Advisors also does business as California 457 Benefits (CA 457), which provides plan administration, investment advice, and employee services.