Helping you simplify
Welcome, I'm Courtney Walker, CFP®, a financial consultant in Whitewater, WI. Here at First Citizens Investment Services, my goal is to focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal needs allows me to create a customized wealth management strategy aligned with your short and long term objectives. Plus, by building a lasting, personal relations with you, I am able to help you anticipate and plan for the future.
Our office can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call for a free financial consultation at (262) 473-1408.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
To choose a plan, it’s important to ask yourself four key questions.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Gaining a better understanding of municipal bonds makes more sense than ever.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
If you died, what would happen to your email archives, social profiles and online accounts?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
Have you explored all of your choices when it comes to managing your taxable income?