Robert DeChick

With over 25 years of experience in the financial services industry, Robert DeChick brings a wealth of knowledge to his clients. He provides tailored retirement planning, investment strategies, and insurance solutions. As the founder and co-owner of Courtland Walker Financial Group, Robert has dedicated his career to helping individuals and businesses across Central Florida achieve their financial goals.

Robert holds a range of licenses, including Series 6, Series 66, and Series 7 with the SEC/FINRA and an insurance license. His qualifications enable him to provide expert advice in annuities, income planning, and tax-efficient estate planning. As a trusted financial consultant, Robert collaborates with leading estate planning attorneys and CPA firms to deliver comprehensive solutions for his clients. His dedication to providing top-notch service has earned him recognition, including multiple Five Star Wealth Manager of the Year awards from Orlando Magazine (2013-2016).

Robert earned his Bachelor's degree in Public Administration/Finance from Iowa University. His academic background and professional expertise position him to offer in-depth financial guidance to those seeking long-term financial security.

Courtland Walker Financial Group's Approach

Under Robert's leadership, Courtland Walker Financial Group is committed to offering personalized financial services. The firm's client-focused approach ensures open communication, transparency, and trust. By working closely with clients, Robert and his team help them understand their financial options, allowing them to make informed decisions that align with their objectives.

Courtland Walker provides a comprehensive suite of services, including retirement planning, investment management, and insurance solutions. Their team works with clients to craft individualized financial plans that secure their financial future while addressing their unique needs and aspirations.

Comprehensive Retirement Planning and Investment Solutions

For Robert, retirement planning is about more than just saving for the future—it's about creating a strategy that adapts to the evolving needs of each client. Whether clients are just beginning to save for retirement or are already enjoying their retirement years, Robert designs strategies to meet their specific goals. This may include contributions to 401(k)s, opening IRAs or Roth IRAs, or investing in annuities to provide steady income during retirement.

In addition to retirement planning, Robert offers expert investment management services. He works with clients to develop portfolios that balance risk and return, ensuring that their investments align with their financial goals and risk tolerance. Robert's approach to asset allocation helps clients build diversified portfolios designed to grow over time while managing potential risks.

Insurance Solutions and Estate Preservation

As part of his holistic financial planning approach, Robert DeChick, Advisor, provides a range of life insurance options to help clients protect their families and businesses. Whether term life, whole life, or policies designed specifically for business owners, Robert ensures that each insurance product aligns with the client's financial objectives and provides peace of mind in unforeseen events.

Estate planning is another critical aspect of Robert's services. He helps clients design estate plans that protect their wealth and minimize tax liabilities, ensuring their assets are passed on according to their wishes. Clients can achieve security with his guidance, knowing their legacy will be preserved for future generations.

Annuities and Investment Vehicles

Annuities play an important role in Robert's retirement planning strategies, providing clients with guaranteed income for life. He helps clients evaluate whether a fixed or variable annuity is the best option based on their goals and risk profile. Fixed annuities offer predictable income and tax-deferred growth, while variable annuities offer the potential for greater returns, albeit with more risk.

Robert also advises clients on selecting investment vehicles like stocks, mutual funds, and IRAs. He takes a personalized approach to help clients understand how each type of investment aligns with their broader financial goals. By providing comprehensive advice on these products, Robert helps clients navigate the complexities of investing, ensuring their portfolios are positioned for long-term success.

Military Background and Values

Before entering the financial services industry, Robert served in the United States Air Force for four years. He received an Honorable Discharge and was awarded the Meritorious Service Medal for his exemplary service. His military background instilled a strong sense of discipline and commitment, which he applies to his work as an advisor. Robert's clients benefit from his thorough, methodical approach to financial planning, which ensures that every detail is considered in their economic strategy.

Robert DeChick combines his vast experience in financial services with a strong commitment to helping clients achieve their financial goals. His retirement planning, investment management, insurance, and estate planning expertise allows him to provide clients with well-rounded solutions tailored to their unique needs. Through his leadership at Courtland Walker Financial Group, Robert guides clients toward long-term financial success, offering peace of mind and security for their financial futures.