Heath Walters is a strategic tax planning specialist who partners with financial advisors to recommend and deliver specialized tax, investment, and legal/estate strategies for their high-net-worth clients. With over 10 years of experience as a CPA and Certified Tax Coach, Heath helps financial planning firms set themselves apart to their ideal clients through coaching and specialized services to complement traditional financial planning. Heath’s proven process for client acquisition has led to many advisors doubling their revenue in as little as 24 months.
To learn more, please visit http://TheWaltersInstitute.org
Company Details
- Employees
- 4
- Founded
- -
- Address
- United States, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://TheWaltersInstitute.org
- Keywords
- Cost Reduction Strategies, Career Planning, Tax Planning, Opportunity Zone, Capital Gains Strategies, Installment Sales, Charitable Planning, Captive, Estate Planning.
- HQ
- United States
The Walters Institute Questions
The Walters Institute's website is http://TheWaltersInstitute.org
The Walters Institute's LinkedIn profile is https://www.linkedin.com/company/heathwalterseducation
The Walters Institute has
4 employees.
View email and phone details for 4
employees at The Walters Institute.
The Walters Institute's industry is
Financial Services
The Walters Institute's top competitors are
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The Lending Answer,
Arimathea,
Better Pockets Financial.
The Walters Institute's categories are Financial Services
The Walters Institute's founding year is 2010
