4 1 1 Retirement Group

We are Walton Wealth Management, a company that was established in 2015 with a growing need to provide a personalized service to our clients, focusing on their entire financial picture. Our foundation in financial and tax planning allows us to integrate important financial decisions with your individual needs in mind, ensuring efficiency in all aspects of your financial life. Our goal is to provide personalized financial planning, one step at a time.

Our Services

We offer a range of services including Tax Preparation, Investments, and Retirement Planning. Our clients have access to a secure cloud-based service that acts as their own personal financial dashboard. This allows them to keep track of their finances, access their tax returns anytime, and communicate securely with us. Additionally, we offer the Color of Money Risk Analysis, which assesses your financial picture and provides a roadmap to your overall risk preferences. This interactive analysis is the first step on the road to retirement.

Meet Our President, S. Jordan Walton

S. Jordan Walton, MAFM, is the President of Walton Wealth Management Inc. and an Investment Advisor Representative of Gradient Advisors. He has a Bachelor of Arts with a major in Business/Economics and a minor in Ethics from Randolph-Macon College, and a Master in Accounting & Financial Management from the Keller Graduate School of Management. Jordan began his career in the financial industry working for his father's tax accounting firm, The 4-1-1 Group, Inc. After a brief career in professional baseball, he decided to pursue a career as a financial planner to help those in need of navigating their financial situations.

How We Can Help You

At Walton Wealth Management, we are committed to providing personalized financial planning tailored to your unique needs. Our team of experienced professionals will work closely with you to understand your financial goals and develop a comprehensive plan to achieve them. Whether you are looking for tax preparation, investment advice, or retirement planning, we have the expertise and resources to help you succeed.

Conclusion

In conclusion, Walton Wealth Management is dedicated to helping you achieve financial success by providing personalized financial planning, tailored services, and expert advice. We look forward to the opportunity to serve you and help you reach your financial goals.