Maximizing Wealth, Minimizing Worry

At Walker Financial Associates, we know that life can change in an instant. Our mission—Maximizing Wealth, Minimizing Worry—takes on new importance in the face of catastrophic events and potential great loss. We’re committed to safeguarding your financial future, ensuring that your assets are not only growing but also protected against life's unexpected challenges.

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4.9/5 star reviews

Thousands of happy customers throughout Georgia

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Protect your money when the market drops!

Comprehensive Life Insurance and Wealth Planning Solutions

Our financial solutions are designed using life insurance products and are based on the same strategies the Rockefellers used to secure their vast fortune. You too can use these same strategies to protect your wealth, assets and legacy!

OUR OFFERINGS

LIFE INSURANCE WITH LIVING BENEFITS
TAX FREE RETIREMENT PLANS
WEALTH MANAGEMENT
401K ROLLOVERS
COLLEGE SAVINGS PLANS
ESTATE CONSERVATION

RETIREMENT PLANNING
LEGACY PROTECTION
SECURE ACT 2.0 SPECIALISTS
PRIVATE WEALTH MANAGEMENT
FAMILY & BUSINESS FOCUSED
BECOME YOUR OWN BANK STRATEGIES

We've Been Serving Georgia for 20 Years

Our Expertise

FAMILIES

Life insurance provides financial security for families, covering expenses and maintaining stability after a loss. It ensures loved ones are protected during difficult times.

BUSINESSES

Stop using outdated tools, or following 1990’s blueprints. After working with thousands of clients, we know exactly what works and what doesn’t. Best results guaranteed, all the time.

LIVING BENEFITS

Know exactly where your money is being spent, what is the ROI, and what’s the best way to keep scaling your business. Stop guessing about your sales - ad spend.

WALKER FINANCIAL ASSOCIATES LOVES HELPING SENIORS

Why Choose Us

We have proudly served families and business owners for over 20 years.

Best In Class Products

We have partnered with only the BEST carriers that carry an A Rating and greater.

20+ Years of experience

We will be here for our clients. Stability is key and we WILL be here when you need us most!

Service with love

We are a family business and bring each customer into the fold to become a part of our larger family.

Our Solutions

Remember, we are here to provide the best products to fit your needs. Our goal is to create wealth, security and peace of mind so you can enjoy life without the stress and worry of catastrophic financial loss.

LIFE INSURANCE

Financial security when your loved ones need it most.

BUSINESS INSURANCE

Key Man, partner and leadership protection is a critical part of a successful plan.

LIVING BENEFITS

You could have access to funds if you are diagnosed with a major medical condition.

RISK MITIGATION

Can you afford a devastating financial event? Let the insurance company take the risks while you have peace of mind.

ENJOY RETIREMENT

Enjoy the excitement retirement can bring. Golf, travel, visit the grandkids or buy a nice camera system so you know when to hide if they show up unexpectedly. JK

CATASTROPHIC LIFE EVENTS

The problem is not dying, it is living with a debilitating condition that requires assisted living and personal care.

What We Offer

We design personalized plans using:

Life Insurance with Living Benefits – Access funds during critical, chronic, or terminal illness.

Indexed Universal Life (IUL) – Grow wealth with no downside market risk.

“Be Your Own Bank” Systems – Create liquidity, control, and cashflow with tax advantages.

Tax-Free Retirement Planning – Say goodbye to unnecessary taxes and hello to freedom.

Children’s Lifetime Savings Accounts & College Plans – Create generational wealth with protection.

Final Expense & Senior Life Policies – Affordable, guaranteed protection.

Term, Whole, and Permanent Life Options – Flexible coverage for every stage.

Estate Conservation & Business Succession – Plan your legacy the right way.

Teacher & Professional Retirement Gap Plans – Bridge what the pension won’t.

Walker Financial Associates | Life Insurance with Living Benefits & Tax-Free Retirement in Walton County, GA

Questions? Contact Us Today!

PHONE: 1-877-437-6808

We have partnered with top rated carriers

WALKER FINANCIAL ASSOCIATES HAS REPRESENTS AMAZING CARRIERS

KATHY WALKER, OWNER

Kathy has served Walton County Georgia for over 20 years and is known as an honest and ethical broker that works diligently to provide the best options for her clients. Her motto is "People Over Profits".