FORWARD THINKER is the characteristic I feel best describes, Charles “Walt” Wilson.
Walt desires to inform and educate individuals about alternative concepts in planning for retirement.
He believes you should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides income for retirement.
He is generous with his time and his knowledge, and is passionate about helping others.
He offers informational materials, podcasts, and various resources to empower people to make the decisions that are best suited for their needs, based on a well rounded understanding of their options.
I am so glad to know Walt!
|Charles “Walt” Wilson established this company to assist individuals in planning for retirement with concepts which are not traditionally taught in the retirement world.
Walt has over 40 years of experience in the financial service industry. He is in good standing with the State of Colorado and various states across the country.
Financial Investing for Millennials
If you’d like to connect with Walt, give me a shout out!
I’d be delighted to initiate an introduction.