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About Us

Rebecca Walser, JD, LLM, CFP® and her Team C H A L L E N G E the wisdom of convention every day because most traditional advice fails.  Uniquely qualified as a finance and tax expert... [Read more]

401(k) Resource Center

America's #1 Retirement Vehicle is a potential wealth and tax trap.  Join us as we analyze the fundamental flaws with this mainstay retirement program, what you can do to take back control and how you can legally reposition your money, WITHOUT PENALTY, even if you are younger than 59.5 years old... [Read more]

What We Do

We THRIVE on making a large difference in our clients' lives.  We build long term partnerships which grow into lifelong friendships.  It all begins with the very first conversation...  [Read more]

Getting Real With Rebecca

Join Rebecca as she G E T S  R E A L on recent news, events, and the economics of America 2018.  Here, she will reveal the reality of the situation without sugar coating, adding cream, or making it nice.  SKIP our Blog if you do not seek unvarnished info. [Read more]

In The Media

Ms. Walser actively participates in the national economic conversation.  Her thoughts are consistently sought on financial, tax, and legal topics across the US and with national media outlets.  [Read more]

Contact Us

Rebecca Walser is a financial and tax expert but more than that, she is C O M M I T T E D and passionate about making an impact in as many people's lives as possible before it is too late.  Changes are coming, the likes of which we have never seen before.  Now is the time to reach out and take action.  [Read more]

Call 866-929-3258