Understanding Your Financial Future
At PYA Waltman, we take planning for your financial future, personally. Our team of expert advisors will work to help discover what is most important to you, uncover why you regard it as such, and develop a financial pathway that is directed at achieving your goals.
Our values-based team approach to financial advising and investing focuses on you first, and on your bank account second. Whether you seek professional investment consulting for your business, or personal financial counseling for yourself - PYA Waltman is a firm that will provide you with the customized guidance you have been seeking.Contact Us
A team that is dedicated to having a positive and lasting impact on the individuals who entrust us with their financial well-being.Learn More
Values-Based Planning: Listens first, talks second. Emphasizes the qualitative over the quantitative.Learn More
Investment solutions customized to help you achieve your goals.Learn More
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When should you take your Social Security benefit?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.