The Walters Institute
Tax Strategies that Deliver.
Tax Strategies that Deliver.
Heath Walters is a strategic tax planning specialist who partners with financial advisors to recommend and deliver specialized tax, investment, and legal/estate strategies for their high-net-worth clients. With over 10 years of experience as a CPA and Certified Tax Coach, Heath helps financial planning firms set themselves apart to their ideal clients through coaching and specialized services to complement traditional financial planning. Heath’s proven process for client acquisition has led to many advisors doubling their revenue in as little as 24 months. To learn more, please visit http://TheWaltersInstitute.org
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