Licensed Life & Health Insurance Agent, Annuity Producer, Estate Planning Agent
Terrence Walker is a well-known local expert in the matters of retirement and retirement income planning. For the past 15 years he has helped people in Raleigh and throughout the state of North Carolina retire safely and securely. In fact, none of Mr. Walker’s clients have ever lost money in the stock market while working with him. His clients included retirees from Fortune 500 companies, State and Federal Government Employees, and other major corporations.
As a retirement and income planning specialist, he assists retirees and those about to retire, protect their savings, reduce income taxes & taxes on social security benefits and create a retirement income guaranteed to last as long as they do.
Terrence is a graduate of John Hopkins University, where he majored in finance. Terrance is a licensed insurance & annuity agent and has pledged to always put the needs of his clients above his own. Terrence resides in Raleigh and in his spare time, he enjoys exercising, outdoor events, and fine dining.
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
"An investment in Knowledge pays the best interest"
- Benjamin Franklin
We Love To Meet New People!