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TESTIMONIALS

What’s Being Said

Walt is knowledgeable and trustworthy and has provided our family with sound financial planning for over 40 years.  Unlike so many so-called financial planners, Walt's interest is solely for his clients and not for his own personal gain.

Steve and Leslie Solon

Walt's strengths are his honesty, integrity, and genuine concern for his clients.  You will not find an advisor that cares more for the well-being of his clients and what is best for them, not which plan pays the greatest commission for him. Every way you measure Walt, on a scale of 1 to 10, he gets a 10, the best!

Rich Lorenz

Walt is truly an exceptional person.  If I have a question, I can pick up the phone and call Walt.  If he does not know the answer, he admits it and says he will find out and call back.  And, he always does, usually within half an hour.  His integrity is beyond question - he would never exaggerate or tell you something that is not true.  If he is your friend, partner, business associate, neighbor or acquaintance ... YOU ARE  A LUCKY PERSON!!

Thelma Coberly

 

RETIREMENT ACCUMULATION AND DISTRIBUTION PLANNING

 

DIVIDEND PAYING WHOLE LIFE INSURANCE
FIXED INDEX ANNUITIES
ASSET BASE LONG-TERM INSURANCE

The Path to Success

ABOUT

Charles “Walt” Wilson established this company to assist individuals in planning for retirement with concepts which are not traditionally taught in the retirement world. Walt has over 45 years of experience in the financial service industry.
Private Pension by Design desires to inform and educate individuals about an alternative concept in planning for retirement.  Private Pension by Design believes you should have the freedom to design a plan which you control - one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides income for retirement.

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CONTACT ME FOR A FREE PLANNING SESSION

303-798-6363

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