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Insurance and Financial Guidance for Perfectly Imperfect Families

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I’m Bill Walters and I know what it’s like to deal with complicated family needs.

Before I became an advisor, my wife and I had to care for my mother who suffered from dementia. With no long-term care coverage in place, we had to do everything ourselves – keeping an eye out, cooking meals, cleaning up after her, setting up rails so she wouldn’t fall. It wasn’t easy and her suffering could have been minimized with proper professional care. When she passed away, I made a promise to myself that I would do everything in my power to make sure other families wouldn’t go through what we did.

Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.

I’ve dealt with my own perfectly imperfect family. Let me try to help with yours.

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Contact Bill


Do you have aging parents?

Our compensation packages are purely based on the results we provide. You will get our personal cell phones and emails. We are always there when you need us. We are in it together.

Do you have a special needs child?

So do I. Let me guide you through what you need to do to protect your child’s future, as well as your own.

Are you in the “sandwich” generation, taking care of children and parents?

In today’s uncertainty, wouldn’t it be nice to have one less thing to worry about? We back our work better than anyone in our industry. Ask us today.