Chad Walton Email & Phone Number

I am a full service financial advisor focused on working with individuals and small businesses. Whether it's planning for retirement, living in retirement, saving for college for children or grandchildren, or protecting the financial future of your loved ones - we take the time to identify your goals and develop the strategies to address them. I coordinate and work in tandem with other professionals including CPAs, Estate Planning Attorneys, and Life Insurance Specialists to execute needed actions.Our mission: To help enable our clients to live comfortably & confidently in their retirement years.By understanding your financial needs and goals we will provide experienced guidance and tailored solutions.Specialties: Investing, retirement planning, retirement income strategies, tax savings, college savings, small business retirement plans, wealth transfer, insurance planning• Securities & advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.chad-walton.com.

Listed skills include Retirement Planning, Retirement Income Strategies, Wealth Transfer, Insurance Planning, and 13 others.