Walter Virden III, CFP®

Building a Better Financial Life.
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.
Newsletters
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Preparing for a Natural Disaster
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Credit Card Debt
How Long Will It Take to Pay my Balance?