"Specializing in Employee Benefits"

 

Walters Financial Group is an independent financial services firm located in Clarkston, Michigan. We focus on creating insurance and investment plans that are tailored to meet the individual needs of each client. We work closely with business owners, educators and other professionals regarding employee benefits plans, personal investments and insurance planning.

As a family-owned business for over 30 years, we try to make our clients feel like family by treating them with honesty, integrity and loyalty. Our goal is to develop long-term relationships with our clients.

"You work hard for your money.
Let us make your money work hard for you."
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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