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.She provides state-of-the-art financial services to organizations, families, and individuals.
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.She provides state-of-the-art financial services to organizations, families, and individuals.
Services
Houston Financial Planner Dr. Barbara Walker-Green has always been interested in helping others. When she first came into the financial services industry, she was initially focused on corporate finance, but the needs of her boomer friends, as well as her family, inspired a change in her career direction.
The "cookie cutter" method to providing financial services to our valuable clients is not an option at Advanced Wealth. We take an entirely different approach. Everything about us revolves around you, the client. We devote ourselves to uncovering the sometimes subtle desires of our client's financial goals.
Advanced Wealth and Retirement Planning Concepts is built on the principle of servant leadership. Our client-centered focus enables us to put your wealth building needs and objectives first when building a comprehensive retirement plan for your financial future. Through meeting the needs and objectives of our clients, we prosper.
Oprah Winfrey said, "In every aspect of our lives, we are always asking ourselves, how am I of value?" The 21st Century woman is more aware of her wealth than any other generation of women. Wealth in her health, wealth in her relationships, wealth in spiritual things, and the wealth in her bank account are all simultaneously important to her.
People are the most valuable assets in our business at Advanced Wealth. We recognize that they come in all sizes, shapes, nationalities, ages and gender preferences. We do our homework so that we can address the unique money needs of all of our clients.
When we sit down to discuss those needs, our goal is to assist you in finding the perfect financial fit for your current lifestyle while not compromising the quality of your financial future once you reach retirement.We care about what you care about; that's why we're in this business. Because money matters to you, it matters to us.
When we sit down to discuss those needs, our goal is to assist you in finding the perfect financial fit for your current lifestyle while not compromising the quality of your financial future once you reach retirement.We care about what you care about; that's why we're in this business. Because money matters to you, it matters to us.
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