Wealth Management Strategies

As with most other things in life, the key to achieving your long term financial objectives is planning. Your goal may be to fund your children's college education, save for retirement, protect your family during your working years or to conserve your estate. These things will not happen by accident. It is important to determine what you would like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it is never too late to start.

Of course, planning your financial future can be intimidating and time consuming. Fortunately, you do not have to do it alone. At Wealth Management Strategies, we are trained professionals who can help you identify your financial needs and then determine which financial products can best help you meet your objectives.

Please use our web site as a resource and do not hesitate to contact us for additional information or to schedule an appoitment.


Guy R. Walker is the president and founder of Wealth Management StrategiesMr. Walker is licensed to offer mutual funds and variable products. He is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer and a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced. Market Watch information is provided for informational purposes and is not considered a solicitation.

Mr. Walker, CA Ins. Lic. #0788565,  is also an Agent with New York Life Insurance Company and is licensed to sell insurance products through other various independent, unaffilliated insurance companies in the states of California.  No insurance business may be conducted outside of these states referenced.

Wealth Management Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Personal Folders

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

Four Financial Numbers You Should Know

Four financial numbers that you should understand (and that could potentially improve your financial situation).

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

More Newsletters →