cory walton

Cory Walton, ChFC®️, CPFA®️

LPL Financial Advisor

Cory learned how critical it is to have a sound financial plan when his family went through the hard reality of losing a business due to lack of preparation, lack of a team of trusted advisors who work holistically, and lack of diversification. 

As a financial advisor at Pangea Financial Group, he emphasizes the importance of both personal finances and business finances. Working with individuals and business owners alike, he develops comprehensive individual financial plans, as well as strategies for business succession, continuation, and compensation packages.

“I want to help others so their kids won’t have to endure what I went through with my family. My goal is to provide value to everyone we talk to.”

Cory studied at Indiana University in Bloomington where he received his Bachelors of Science in Management. Once established as a financial advisor, he furthered his education and training at the American College of Financial Services to better serve clients. With over 16 years of experience as a financial advisor, business owners and individuals can work with Cory to develop holistic financial strategies and help every client work toward financial freedom.

Pangea’s Holistic Financial Services

Financial Planning:

A sound financial plan addresses numerous what-if’s to ensure you feel secure no matter what. Your custom financial plan can cover any of the following:

  • Insurance Analysis
  • Investment Management
  • Consulting Strategies
  • Tax Planning
  • Retirement Planning

Employee Benefits*:

We help employers create attractive benefits packages, which can consist of any of the following:

  • Medical, Dental, Vision
  • Disability and Medical Gap
  • Group Life Insurance
  • Pangea HR Suite (Powered by Mineral)
  • Non-Insured Benefits
  • Retirement Planning
  • Wellness Programs
  • Telemedicine
  • Employee Assistance Programs

We also assist business owners with protecting one of their greatest assets: their company. We do so by implementing strategies relating to:

  • Business Insurance Planning
  • Buy/Sell Agreement
  • Key Person
  • Business Continuity

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See contact info’ above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.pangea.us.

Toll Free: 800-681-1591 Ext 702
Direct: 305-615-1749

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herin or any information contained in any link provided herin. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1) Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

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Pangea Financial Group

Our financial advisors provide employee benefits plans, insurance analysis, financial planning, investment management, and financial consulting.

     

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