Barbara Walker-Green founded Advanced Wealth and Retirement Planning Concepts based on her deeply held core values. Her team is heart-led and dedicated to serving the individuals and families who trust the guidance and assistance offered. Our goal is to provide financial strategies that optimize the wealth of those we serve. In addition, the planning services we offer will insure the proper transfer of the wealth for generation after generation. As a full-service financial firm, we include a wide range of financial products and services that can be used to customize individual plans. We take time to get to know you and your family before we propose a plan for you. You can be assured that we will understand your needs and recommend solutions based on your goals, sound decisions and our deep knowledge of the products available.