Testimonial – Keith Miller

I’d just like to compliment Tom Walker and his team. Tom is always available by phone and able to provide direction and solutions. I absolutely recommend his service to anyone needing to start a business in this manner. Thanks! Keith Miller – Las Vegas,...

Testimonial – Rose Marie Tantillo

I set up a SDIRA with the help of Tom Walker. I was very pleased with the service he provided, his prompt responses to any questions and step-by-step help when needed. He is a professional who is respectful, patient and knowledgeable. I would recommend him without...

Restructuring Assets by Creating LLCs

WSJ Wealth Adviser article by Alex Coppola The middle-aged couple was in sound financial shape. They had $10 million saved in bank and brokerage accounts, and the wife also had a $10 million ownership stake in a successful business. When they came to adviser Jeff...
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