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I will Guide You Through Today's Turbulent Financial Times

Private Pension by Design provides high quality, actionable financial planning and education on how to stop unnecessary wealth transfer.  Let me show you how to recapture your wealth transfer.

Call 303-798-6363 or 888-261-2361 or e-mail me at info@privatepensiondesign.com to get started.  

PRIVATE PENSION BY DESIGN

Private Pension by Design services the areas of accumulation and distribution in the various stages of financial planning. 

I offer free consultations for individuals from ages 35 to 75 to inform and help them develop a plan that has tax advantages, access to your funds at any time, without penalties, and a guaranteed rate of return.  

I do not advise in the investment or speculative markets.  

Private Pension by Design uses permanent life insurance as a powerful tool to build your wealth.  Permanent life insurance allows you to leverage a small amount of dollars to create a large amount of dollars that will benefit you while you are alive and your heirs upon your demise.  The concept of using permanent life insurance has been around for over a hundred years. It provides safety, tax advantages, and guarantees income for retirement.  

Private Pension by Design also educates clients on long-term care planning and fixed indexed annuities.  It is vital that all retirement plans have a strategy which protects your assets if loss of independence occurs during the years of your retirement.

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TESTIMONIALS

"Walt listened to my concerns and didn't push me into something I wasn't comfortable with. He's always available to answer my questions and looks out for my best interests."

"Walt genuinely cares about his clients and makes customer service a priority."

"Walt is extremely knowledgeable, patient, and understanding. He is a consummate professional."

"After just one quick conversation with Walt I feel so much better about our financial future. He quickly and easily guided us in the right direction, and showed us actionable steps to get there. Thank you, Walt!"

“Walt has been, and continues to be a much loved and respected friend to my entire family, a relationship that we’ve enjoyed for over 40 years. He is knowledgeable and trusted financial advisor, as well. Unlike so many so-called financial planners, Walt’s interest is solely for his clients, not for a large corporation or his own personal gain.”

"This man is truly an exceptional person. 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 Truly A Lucky Person!”

“Walt is knowledgeable, efficient, personable, and quick to respond to requests. He cares about his clients and treats me like a close, personal friend. Walt can never retire because I wouldn’t want anyone else to be my advisor.”

TESTIMONIALS

"Walt listened to my concerns and didn't push me into something I wasn't comfortable with. He's always available to answer my questions and looks out for my best interests."

"Walt is extremely knowledgeable, patient, and understanding. He is a consummate professional."

"Walt genuinely cares about his clients and makes customer service a priority."

"After just one quick conversation with Walt I feel so much better about our financial future. He quickly and easily guided us in the right direction, and showed us actionable steps to get there. Thank you, Walt!"