The Team
You can move forward with confidence knowing our team is beside you every step of the way.
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Established Family
Families with older children need a wise cash flow management plan to help contend with rising...
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Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
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Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
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Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
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Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
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Starting Out
A good financial strategy is a great foundation for a solid relationship.
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Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.
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“Carruthers Walker is a boutique financial services company. From retirement and estate planning for individuals and families, to group benefit programs for companies, we’re your partner for every life stage of your family and business.”
– Jennifer Walker, Partner, CFP®, CEBS, CHS, MFA-P

Carruthers Walker Financial Hot Topics

Carruthers Walker Financial Hot Topics

Have you ever thought, “I’ll start saving next month” or “I’ll get serious about my financial strategy next year”? If so, you’re …

Starting a small business often begins with a great idea and a desire to build something meaningful. For many owners, their business …

In retirement, most people aim for financial security—but rising costs can make that harder than expected. Let’s talk about it. Many seniors …