About Walter Waltz
Legacy Secure Strategies
4591 E. Sycamore Ct.
Gilbert, AZ 85298
In business since 1998
(480) 279-0264
Fax: (480) 664-9769
walter.waltz@smartmoneyplan.com
Walter Waltz, resident of Gilbert, AZ. is currently president of his own agency, Legacy Secure Strategies. He has been providing retirement planning and insurance strategies, for people at or nearing retirement age for over 11 years. He began his insurance career in 1998 with Bankers Life and Casualty and in 2004 started his own company Legacy Secure Strategies. He has had a diverse and well rounded management career in many fields. He has worked with individuals, groups and large companies. Walt is very knowledgeable about financial strategies and preserving financial assets in this financial climate.
Walt has made a career of both building relationships and protecting the financial future of hundreds of families in the Greater Phoenix area. His product portfolio includes annuities, Medicare supplements, life insurance and long term care products. He has committed himself to providing the best possible financial plan to fit each of his client’s unique needs.
If you are in need of some sound financial planning, give Walt a call. He will make himself available to listen to your concerns, and provide a plan so you can rest easy knowing your financial future is being well taken care of.
Arizona state license # 125059