F. Skip Walter II, LUTCF
Registered Representative
Investment Adviser Representative
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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.
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 and Investment Adviser Representative.
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 and Investment Adviser Representative.
Company History:
Small Business Owner (developed employee plans); 9 Years with MetLife; 2 years with The Legend Group (focused on retirement planning).
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.
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.
Estate planning; Retirement planning; Disability insurance; Health insurance; Long term care; Employee benefits; Life insurance; Investments diversification.
Lincoln Investment and its affiliates do not provide tax or estate planning information or advice. Metropolitan Life Insurance Company is not an affiliate of Lincoln Investment.