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Blog

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Walters Strategic Advisors | Mar 6, 2025

2025 Tax Guide

2025 Tax Guide
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The Top 10 Reasons to Review | Walters Strategic Advisors
Walters Strategic Advisors | Aug 1, 2024

The Top 10 Reasons to Review & Update Your Will

Do you need a will? The answer is undoubtedly yes. Yet, many Americans still don’t have one, despite their importance.
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Time For a Financial Check-Up? | Walters Strategic Advisors
Walters Strategic Advisors | Jul 19, 2024

Time For a Financial Check-Up?

Personal Finance
How often do you go to the doctor for a check-up? We hope at least once a year, or better yet, twice! The reasons are obvious; frequent check-ups can catch
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Walters Strategic Advisors | Jul 9, 2024

Navigating Life Insurance: A Guide for Every Life Stage

Personal Finance
Life insurance – it’s the financial topic that many avoid like the plague, often pushed to the bottom of to-do lists or dismissed as unnecessary.
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Walters Strategic Advisors | Jul 2, 2024

Debt Management: Strategies to Get Ahead

Personal Finance
America is in debt – a lot of it. In fact, one could argue that we’re in a pandemic of crippling debt that is holding households back from achieving their
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All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. We receive no compensation from them. You can check your portfolio 24/7 on their website. We will have limited power of attorney to execute transactions on your behalf.

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We are Florida-based, tax-focused fiduciary financial advisors for individuals and families seeking customized long-term, tax-efficient wealth management solutions.

Contact


Sarasota
3277 Fruitville Rd # E
Sarasota, FL 34237
941-366-4450

St. Petersburg
5858 Central Ave
St. Petersburg, FL 33707
941-751-4224

Disclosures


Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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