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
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
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
- 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.