Bill Walker Email & Phone Number

Serving accredited & high net-worth investors - Strategies to potentially reduce capital gains exposure. Strategies to potentially reduce income tax on Roth IRA conversions. Strategies to help with building generational wealth. Low key, educational approach to understanding alternative investments. Serving business owners, corporations & non-profits - Strategies to potentially reduce payroll tax. Executive compensation strategies. Serving families & small business owners - Low key, education approach to understanding 401k rollovers & in-service withdrawals. Retirement strategies that give you confidence during down markets. Strategies to potentially reduce your risk of higher future taxes. Education on Roth IRAs, SEP IRAs and other savings & investments. Long term care & insurance strategies. Awesome friends, life adventures and memories from my time in the Merchant Marine and in Stevedoring & Terminal Operations. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory Services offered through Concorde Asset Management, LLC (CAM), an SEC-registered investment advisor. Centurion Strategic Advisors, Inc. is independent of CIS and CAM, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Endorsements may not be representative of the experience of other individuals. Past performance does not guarantee or indicate the likelihood of future results. Individuals were not compensated for their endorsements.

Listed skills include Management, Transportation, Transportation Management, Negotiation, and 5 others.

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  California State University Maritime Academy

  Bachelor Of Science (Bs)