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Ask Barbara how your money can work hard for YOU. 800-348-4221

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DR. BARBARA WALKER-GREEN



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Barbara Walker-Green knew at an early age that she had a knack with numbers. She
was fascinated with her ability to make numbers tell an irrefutable story. She
ultimately decided to build a career path based on her inherent ability to
master them. Now, 20 years later she is the President and Senior Managing
Partner at Advanced Wealth and Retirement Planning Concepts, where she has a
unique opportunity to combine her passion for people and numbers to do what she
does best. Specializing in

 * Retirement planning services
 * Estate planning
 * Investment advisory services
 * Strategic financial planning

She provides state-of-the-art financial services to organizations, families, and
individuals. Her combination of nearly two decades of experience, training and
specialized education means Barbara can meet a client’s total financial planning
needs. Her people centered style of financial guidance has helped numerous
clients realize long-term financial security and stability in a dynamic economy.

Barbara holds a Bachelors of Arts degree in Finance and a Master’s degree in
Business Management. She is an Investment Advisor Representative and has more
than 20 years in corporate and personal finance experience.

She has been featured in main stream media publications and television media
including:

 * FOX News Houston – Live Monthly Financial Expert Commentary
 * KHOU 11, Houston
 * Forbes Magazine
 * Wall Street Journal
 * Reuters Magazine
 * Senior Market Advisor Magazine (Cover)
 * Black Enterprise Magazine
 * RTT News
 * Money Magazine




FEATURED ADVICE

 * Retirement
 * Investments
 * Savings
 * Health Care


RETIREMENT

Planning for retirement can be confusing, but it is worth the extra effort when
you consider the peace of mind it will offer you and your family in the twilight
years of your life. If you desire to develop a plan for retirement or have a
question about your existing retirement plan, you can start by looking for
answers from one of our trained financial professionals at Advanced Wealth.


INVESTMENTS

Developing a personal investment approach may be daunting for some. At Advanced
Wealth, we provide our clients with information that will help them better
understand the various financial vehicles that can be used to grow wealth for
their retirement years. We believe that educating the client on all of the
financial options available to help meet their specific needs empowers them to
make confident choices.


SAVINGS

Saving money is not a passé financial strategy practiced only by the frugal
minded. Advanced Wealth recognizes that saving money is a viable solution to
positively plan for and/or mitigate the monetary problems that may arise during
the golden years. For our younger clients, it is a financial strategy that can
help them when they experience a life event that causes a financial hiccup in
their spending such as loss of employment or an unexpected medical emergency.


HEALTH CARE

One of the most prevalent questions that people may ask themselves is, “How will
I afford health care during retirement?” Advanced Wealth has designed a PROCESS
for helping clients identify their financial needs and goals for retirement
which demonstrates both their current strengths and weaknesses with their
retirement plans. We also identify tactics that will help them fulfill their
needs for Medicare, life insurance and catastrophic illness coverage.





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©2020 Advanced Wealth and Retirement Planning Concepts. All rights reserved.
Investment Advisory Services offered by Advanced Wealth and Retirement Planning
Concepts, LLC, a Registered Investment Advisory firm. Insurance products and
services offered by BLG Financial and Insurance Services, Corp. Advanced Wealth
and BLG Financial are affiliated companies.

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