Jeff Walters, CFP®
I am an early-retired financial planner with 20+ years of experience helping clients realize their financial goals. Over the years I have written and implemented hundreds of financial plans, helped many people transition from work to retirement, and professionally managed their multi-million dollar investment portfolios. Now I am trying out my own “retirement” for a while. In the meantime this is where I will be sharing my musings on wealth, markets, tax planning, investment strategies, and anything else that interests me. I hope you find this information valuable and it helps you on your own financial journey.
Please read this disclaimer.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.