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Brion Walters is a seasoned financial planner based in Cincinnati, OH, boasting over 25 years of experience in the financial services industry. His mission is to equip clients with the knowledge and guidance necessary for making informed financial decisions.
As a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Property Casualty Underwriter, Walters possesses a broad expertise essential for advising on all critical financial matters, including investments, retirement income, estates, and insurance.
Furthermore, Walters is a committed fiduciary, ensuring that he advises in the best interests of his clients and their families at all times. Understanding the concerns of family financial security firsthand, as a father of five young children, he is dedicated to helping clients achieve their financial goals through a thoughtful and informed approach to financial planning.
Brion Walters invites individuals to reach out for guidance on navigating their financial future toward enduring success.
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Advisory services offered through Portfolio Medics.
Views expressed by Paladin Retirement Planning & Brion T. Walters are theirs alone and not affiliated with Portfolio Medics. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.