F. Skip Walter II, LUTCF

F. Skip Walter II, LUTCF

Registered Representative

Phone: 216.741.3113 x 145
Fax: 216.741.3551
E-mail:
 

 

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Mission Statement:
To improve my clients' financial wellness by utilizing strategic resource management and risk management to help them achieve their goals.
Personal & Professional Qualifications:
B.S. in Agricultural Business & Economics and M.S. in Agricultural & Resource Economics from University of Maine; Veteran Captain USAR; Small Business Owner; LUTCF from American College; Registered Representative of Legend Equities Corporation and Investment Adviser Representative of Legend Advisory Corporation.
Company History:
Small Business Owner (developed employee plans); 9 Years with MetLife; 2 years with The Legend Group (focused on retirement planning).
Company Specialty:
My professional focus is on the needs and planning for "Baby Boomers" toward their retirement, and on the concerns and needs of small business (1-50 employees) owners, to include their employee benefits and plans.
Specialty Services:
Estate planning; Retirement planning; Disability insurance; Health insurance; Long term care; Employee benefits; Life insurance; Investments diversification.

Legend Equities Corporation and its affiliates do not provide tax or estate planning information or advice. Metropolitan Life Insurance Company is not an affiliate of Legend Equities Corporation.??