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What we do

Investment Advisory
Maximize Retirement Funds
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Minimize Tax Obligations
Target the “Zero” Tax Bracket

On January 1, 2018, taxes went on sale. We may never see lower tax rates again in our lifetimes! Walker Wealth Strategies is designed to help you take advantage of that fact. We deliver investment and retirement advisory services calculated to minimize future taxes and safeguard investment income for retirement. We guide our clients and students to get to the lowest tax rate possible safely, using individually tailored  strategies.

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The challenge

Personal income taxes could increase before long, but the other key issue is that inflation acts like a tax, too: it dissipates the value of your money. Will you be harmed by the fact that your hard-earned funds could be taxed – unexpectedly – at a higher rate, when you can least afford it?  We’re convinced higher tax rates are inevitable no matter which way the political winds may blow. This video features David M. Walker*, former Comptroller General of the US and Head of the US Government Accountability Office (GAO).  Note the projections he spotlights… every trend he identified in 2012 continues to this day, and the major points remain 100% valid. Notice how dramatically the federal deficit has ballooned over the previous 10 years.

*David M. Walker is not related to David A. Walker of Walker Wealth Strategies.

The time to prepare is now!
(David M. Walker, bipartisan Comptroller General of the US and Head of the G.A.O. (1998-2008), explains America’s debt problem in compelling and understandable terms.)
These actual figures are updated in real time, and they will affect every American!
US Debt Clock
State of Colorado Debt Clock
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The solution
Personal income taxes are likely to increase after the next Washington DC regime change.  Right now, income tax rates could be as low as they’ll ever be in our lifetimes.  Ask yourself two questions:

1.) Is there any chance tax rates will go down in the 2020’s?… and

2.) What will it cost when your hard-earned tax-deferred investments are taxed – unexpectedly – at higher levels during retirement?

It could mean less income than you ever thought, resulting in a diminished lifestyle.  Meantime, Congress has yet to reduce our Federal deficit and other obligations— despite a growing economy and full employment.  Something has to give.

At WWS, we’re convinced higher taxes and fewer deductions are inevitable.  Key objective: take advantage of low taxes and emphasize tax-free investments by strategically shifting assets.  Now is the time to start!  We can help you.

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Our partners

David McKnight
David McKnight has written three #1 Amazon bestsellers: The Power of Zero, Look Before You LIRP and The Power of Zero Marketing Revolution.  McKnight has implemented and honed this strategy with clients for 18 years.  He helps clients to take advantage of tax laws that 85% of corporate CEOs, and most top elected officials, employ to maximize their wealth.  His books teem with testimonials from clients and investment advisors who have utilized his strategies successfully. David A. Walker has trained extensively with McKnight, attends weekly conference calls led by McKnight, and uses the analytical services McKnight’s company provides exclusively to its affiliates. These tools deliver customized plans for clients who choose to apply the “Power of Zero” in their investment portfolios.  The key is a patented, powerful “before and after” data analysis of each client’s retirement picture paired with a specific game plan for each individual.
Lebenthal Financial Services, Inc.
David A. Walker is grateful for his 35+ year relationship with Lebenthal Financial Services, Inc. CEO Michael Hartzman-CFP. This gives Walker Wealth Strategies a proven financial resource for clients who require professional money management services. Lebenthal Financial Services, Inc., a full-service independent broker-dealer, emphasizes financial and retirement planning rather than a transactional mentality. The group manages over $600 Million in client assets.
Securities offered through Lebenthal Financial Services, Inc. / 500 N. Broadway Suite 238
Jericho, NY 11753 / 516-349-5555 / Member FINRA-SIPC.
The Financial Independence Group
Walker Wealth Strategies, LLC leverages the depth and experience of The Financial Independence Group (FIG) to processes our direct business accounts held through major insurance companies. Along with FIG, we work closely with Allianz, the world’s third-largest financial services company, with annual revenue of more than $140-billion. A well-known American subsidiary of Allianz is Pacific Asset Management, LLC (PIMCO), with $1.5 trillion under management.
LEBENTHAL FINANCIAL SERVICES, INC. (Clearing through Raymond James, Inc.)
The Financial Independence Group
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Workshop Program

David A. Walker brings in-depth experience in coaching top income-earners over several decades.  In the financial world, there is a real need for teaching that transforms dry, complex material into fresh, compelling insights.  David’s performance background and passion for service has been known to enlighten and entertain students in addition to providing pragmatic education. Be empowered by research and proven financial acumen – then plan to retain more of your retirement funds by applying the strategies from our  workshop program.

Stay Tuned for Upcoming Workshops

Call  720.735.7500  or  email wwstrategiesLLC@gmail.com for more Information

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About David

 

Years of business experience

David holds both FINRA Series 6 and Series 65 licenses as a Registered Investment Advisor Representative and advises on Health, Life, Property and Casualty Insurance.  Previously, he was affiliated with The Society for Financial Awareness 501(c)3. David owned and successfully led the Walker Family Protection insurance agency through Farmers Insurance from 2013-2017. He also spent 12 years as a financial services management consultant in the 80’s and 90’s.

Prior to his risk management career, David led the Western US region of the world’s best-known outplacement and human capital firm, DBM.  There he coached and trained top income-earners and corporate managers on psychological assessment, job transition, talent evaluation, and launching new businesses. Before his DBM tenure, David served as an executive search consultant for Wall Street and Main Street firms.

David is personally mentored by Lebenthal Financial CEO, Michael Hartzman and his partner, Dominick Tavella, President of Lebenthal Global Advisors, Inc.  He has continuously sought and received high-level financial training both as an Agency-Owner in the Property, Casualty, and Life insurance industries and as an independent business owner.

Along the way, David was instrumental in chartering and leading the Denver-Cherry Creek Rotary Club and its DCCR Foundation.  Both organizations recently celebrated 35 years of service to metro-Denver residents and beyond. Currently, he is the Managing Director for Visionbox Studio, a unique 501(c)(3) non-profit organization.

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Contact

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720-735-7500
DWalker@Lebenthal.com

Office Location

Walker Wealth Strategies Office Address
6105 S. Main St. Suite 200 (Office Evolution)

Aurora, CO 80016

© Walker Wealth Strategies LLC

Website designed and created by Bryce Walker