"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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

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

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Newsletters

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

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