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Our Services

Financial Planning Consulting Sessions

We believe in personalized financial planning to help you reach your financial goals. Our consulting sessions are tailored to your unique needs and circumstances.

Special Needs Planning

In addition to general financial consulting, we also provide special needs planning. We understand that planning for the future of a loved one with special needs can be overwhelming. Our team specializes in creating financial plans that ensure their long-term care and support.

ABLE Accounts

An ABLE account is a tax-advantaged savings and investment tool for eligible individuals with disabilities. Our team can help you understand the benefits of ABLE accounts and how to use them to pursue your financial goals.

Ready to take control of your finances?

Thank you for your interest!

Man with Amputee Girlfriend on Beach

“There is a superhero in all of us, we just need the courage to put on the cape.”

​

-Superman

Joanna Walker, Money Talker

Get Started Today

ADDRESS

Business Office:
16333 W. McKinley Street
Goodyear, AZ 85338
Phone: 602.430.5468

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CONTACT

Joanna Walker, Money Talker

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

LPL Financial Form CRS

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S.
registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the
states for which they are properly registered or licensed. Please note that not all of the investments and services
mentioned are available in every state.

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