Walker, a Federal Retirement Planner, is the President and Founder of Walker Capital Preservation Group, Inc. Tom specializes in working with Federal Employees & nearly a decade of hands-on experience has empowered Tom with the knowledge to educate hundreds of Federal Employees in 40+ states on how to maximize their Government Benefits and protect their Retirement Nest Eggs. The ability to provide
such critical information to so many has positioned Tom as one of the Top Producers in the country. He is a frequent speaker at educational workshops and seminars including; NALC, NAPS, NAPUS, League of Postmasters, APWU, USDA, FSA and NASCOE meetings. WalkerCPG has aligned with some of the top organizations in the country so as to be able to offer diverse strategies that meet a wide range of financial goals, needs, and objectives. Tom believes in a Holistic Approach to Retirement Planning that encompasses all of the factors that impact retirement. He is among the few professionals with the experience to help you coordinate both the aspects of your Retirement that are unique to the Federal Employee (like the SSB and WEP) as well as ones that apply to Retirees across the board (such as Social Security, Medicare, and aspects of retirement taxation). A resident of Charlotte, NC, Tom graduated from the University of North Carolina at Wilmington where he majored in Marketing. With a highly entrepreneurial spirit, Tom not only played key roles in helping expand multiple small businesses, but also served as the Regional Manager for Fun Outdoor Living, Inc. during his time as a student at UNCW. Shortly after graduating, Tom recognized the ability to positively impact other’s lives through financial education and the incredible need in today’s post-recession economy for trustworthy independent retirement insight. With this fundamentally simple objective in mind, the aforementioned entrepreneurial spirit led Tom to found Walker Capital Preservation Group, Inc. in order to further the mission to educate and offer diverse solutions. As an avid reader, Tom’s bookshelves are constantly stocked with a wide array of books devoted to topics such as financial planning, retirement preparation strategies, Social Security maximization, and retirement taxation concerns. This thirst for independent understanding, coupled with his experience working with Federal Employees, have given Tom the unique ability to maximize each aspect of one’s Federal Benefits, regardless of career stage, while seamlessly incorporating the most successful strategies utilized by affluent Retirees from the Private Sector. WalkerCPG also has access to a unique platform of financial tools and calculators that allow Tom the ability to illustrate accurate Retirement Income Forecasts. These tools further enhance Tom’s ability to educate Feds on how to best utilize and position each aspect of their retirement within the Holistic Approach.
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