Founded by Phil Walker and J. Rene Walker, Walker Legacy Financial provides strategic guidance across life insurance, retirement planning, wealth protection, and risk management. We take a holistic approach—meeting clients where they are, educating them clearly, and designing solutions aligned with both their financial goals and personal values.
Rooted in biblical principles of stewardship, integrity, and service, we believe money is not the goal—it is a tool. A tool to provide security, create opportunities, support families, and strengthen communities. Our role is to help clients use that tool wisely.
We are especially committed to serving traditionally underserved communities, helping to close generational wealth gaps through education, access, and sound financial planning. Whether you are protecting your family, planning for retirement, or preparing to leave a legacy, we walk alongside you with clarity, compassion, and conviction.
At Walker Legacy Financial, legacy is not just about wealth — it’s about faith, responsibility, and impact that lasts beyond a lifetime.
“Everything we do is guided by:
honoring God through responsible financial decisions
doing what is right, even when it’s not easy
empowering clients through clarity, not confusion
building something that lasts beyond today
Walker Legacy Financial is proud to be a sister company within the W2 Group, alongside Legacy Luxury Group, Walker Real Estate Investments, LLC, and Her First Place (a non-profit organization). Collectively, our organization delivers comprehensive solutions spanning financial protection, real estate, investment,and community development—driven by purpose and measurable impact.
We believe understanding comes before action, empowering confident financial decisions.
We help clients build lasting financial security while supporting professionals in growing successful careers.
Structured training, mentorship, and accountability designed for long-term success.
Advanced platforms that streamline growth and enhance the client experience.
A collaborative culture built on mentorship, networking, and shared success.
Every strategy is designed with sustainability, integrity, and generational impact in mind.