About Us

About Chris Walker

As a member of the insurance and financial services industry for over 25 years, my experience includes district, general and regional trainer/manager for several major carriers. I’ve personally trained over 200 agents in life, health and retirement planning strategies. I’ve also been recognized for excellence by each insurance carrier that I work with. Through my years in the business I’ve established three independent agencies, all of which exceeded expectations and provided financial solutions for thousands of clients.

In 2007 my wife & I established a boutique agency in which the primary focus was and remains on the so called baby boomer generation along with the senior markets, whose goals are retirement and asset protection. I currently hold many state licenses allowing me to assist you almost anywhere in the Northeast region of the United States. 

Karen & I live in the Laurel, Maryland area for some 29 years. Together we have three grown children and two grandchildren who all live in the area. Our Son lives in the Frederick area and we are Proud to say he serves as a career firefighter in Montgomery County.

Many of us today have grown up in an era of stock market investing -- whether in their IRA, 401k, 403b or some such vehicle -- many have invested in some form of mutual fund or market activity. 
Most do not consider the importance of the two key aspects of retirement: 

1- Your primary health insurer is most likely going to be Medicare. 
 Failing to understand Medicare could cost a fortune in retirement savings, treat your health care coverage just like a 401k.

2- Your retirement income will include Social Security.  The early money is often late. Ask what this means I will be glad to explain.

Think of a three- or four-legged stool. How strong is each leg? Can you honestly say you’re comfortable with your level of knowledge in all areas (legs) of your retirement? 

Our mission is to educate all pre-retirees in the language of Medicare and Social Security. We strive to bring the conversation from complex to comprehensible. 

We will analyze each person’s situation without bias or obligation and work to offer multiple strategies for maximizing their retirement benefit while making certain they will not outlive their income.
 If you or anyone you know is looking at retirement planning options, please call me directly at Mobile # 240-595-2159   or email cwalker@walkerretirement.com