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robertdechick

With over 25 years of experience in the financial services industry, Robert DeChick, advisor, has established himself as a knowledgeable and trusted financial advisor. Since beginning his career in 1999, he has worked with individuals, families, and businesses, providing expert guidance on retirement, investments, insurance, and estate planning. As the founder and co-owner of Courtland Walker Financial Group, he has developed a reputation for offering personalized financial solutions that meet each client’s unique needs. He holds several vital licenses, including Series 6, Series 66, and Series 7, and an insurance license, allowing him to offer comprehensive financial services, including retirement planning and tax-efficient wealth management. Both clients and the broader financial community have recognized Robert’s work. He was honored with the Five Star Wealth Manager of the Year award by Orlando Magazine four times, from 2013 to 2016, a distinction given to those who consistently provide high-quality financial guidance. He earned his Bachelor’s degree in public administration and finance from Iowa University, which provided him with a solid foundation in financial management and investment strategies. Courtland Walker Financial Group, under Robert's leadership, provides a full range of financial services. The firm emphasizes transparency and education, ensuring clients understand their financial options and make informed decisions. By offering a comprehensive range of services, including retirement planning, investment management, insurance, and estate planning, he and his team work closely with clients to develop strategies that support their long-term financial goals. Robert Dechick’s approach to retirement planning is based on the understanding that every client’s needs are unique. Whether clients are just starting their careers or nearing retirement, he provides personalized strategies that align with their financial objectives. He helps clients with 401(k) contributions, IRAs, Roth IRAs, and annuities, ensuring their retirement savings are optimized. He also evaluates each client’s risk tolerance, which allows him to tailor investment strategies that match their goals and provide financial security. Investment management is another area in which Robert excels. He helps clients manage their portfolios by offering asset allocation, risk assessment, and tax management services. Robert ensures that clients’ investments align with their long-term goals and financial objectives while minimizing risks and maximizing returns. He also provides clients with clear advice on diversifying their investments to reduce potential losses and build wealth over time. Insurance is another essential component of Robert’s financial services. He offers life insurance products, including term life, whole life, and policies designed for business owners. These products provide financial protection for loved ones during an unexpected death. He also works with clients on estate conservation strategies, helping them preserve and pass wealth to future generations. Fixed and variable annuities are key to Robert’s retirement planning approach. He helps clients understand how annuities work and assists in selecting the most appropriate type based on their specific needs. Fixed annuities offer guaranteed income, while variable annuities provide more flexibility. Robert explains the benefits and risks of both types, helping clients make decisions that align with their financial goals. In addition to his financial expertise, he has a strong sense of service, which stems from his background as a military veteran. He served in the United States Air Force for four years, earning an Honorable Discharge and a Meritorious Service Medal. His military experience has shaped his disciplined approach to financial planning and commitment to serving his clients with integrity and dedication. Robert DeChick continues to provide trusted financial advice through Courtland Walker Financial Group. His years of experience, strong values, and commitment to helping clients secure their financial futures make him a trusted advisor in the financial services industry.

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