"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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

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