Robert DeChick
Broker
With over 25 years of experience in the financial services industry, Robert DeChick is a seasoned financial advisor who has spent his career helping individuals, families, and businesses make informed decisions about their financial futures. As the founder and co-owner of Courtland Walker Financial Group, Robert has become a respected leader in the field, offering comprehensive financial planning, retirement strategies, and investment management services.
Credentials and Industry Expertise
Robert holds several essential licenses in the financial industry, including Series 6, Series 66, and Series 7, regulated by the SEC and FINRA. These licenses allow him to provide various financial services, from investment management to retirement planning and tax strategies. Additionally, Robert is licensed in insurance, allowing him to offer insurance products as part of a holistic financial plan.
His work with leading estate planning attorneys and CPA firms across Central Florida has further enhanced his reputation as an expert who can integrate financial strategies with legal and tax considerations. Orlando Magazine recognized Robert's efforts, honoring him with the Five Star Wealth Manager of the Year Award for four consecutive years (2013-2016).
Courtland Walker Financial Group: A Holistic Approach
At Courtland Walker Financial Group, Robert leads a team of professionals dedicated to helping clients achieve their financial goals. The firm prides itself on its comprehensive approach to financial planning, ensuring that each client receives a customized strategy tailored to their unique needs.
The firm offers a full range of services, including retirement planning, investment management, estate conservation, and insurance. Whether clients want to secure their retirement, grow their investments, or protect their wealth, Robert and his team work diligently to provide clear, understandable solutions that make financial decision-making easier.
Retirement Planning: Creating a Secure Future
One of Robert's primary areas of focus is retirement planning. He helps clients at every stage of their retirement journey—from those just beginning to save for retirement to those already enjoying their retirement years. Robert understands that retirement planning is not a one-size-fits-all approach, and he works closely with each client to develop a plan that aligns with their financial goals and lifestyle.
Robert DeChick, Advisor, offers a variety of retirement solutions, including 401(k)s, IRAs, Roth IRAs, and annuities. He discusses each option in detail with clients, helping them understand how they work and which strategies best suit their retirement goals. For clients who are already retired, Robert helps develop strategies that focus on income generation, ensuring that clients can enjoy their retirement with financial stability.
Investment Management: Tailored to Client Needs
In addition to retirement planning, Robert offers comprehensive investment management services. He believes that building a diversified portfolio is crucial to long-term financial success. To create a tailored investment strategy, Robert works with clients to understand their financial goals, risk tolerance, and time horizon.
Whether clients seek growth, income, or a mix of both, Robert designs investment portfolios that match their objectives. He emphasizes the importance of tax efficiency and regularly reviews clients' portfolios to ensure they are on track to meet their goals. Robert's approach balances risk and reward, helping clients grow and protect their wealth.
Insurance: Protecting What Matters Most
A key element of Robert's financial planning philosophy is insurance. He believes proper insurance coverage protects loved ones and assets from unforeseen events. Robert offers a wide range of life insurance options, including term life, whole life, and business insurance, designed to meet the needs of both individuals and business owners.
In addition to life insurance, Robert DeChick, Advisor, helps clients with estate planning strategies to preserve wealth for future generations. Through estate conservation techniques, he ensures that client's assets are protected and passed on to their heirs most efficiently.
Annuities and IRAs: Retirement Security
Annuities are an essential part of Robert's retirement strategies. He provides fixed and variable annuities, each offering unique benefits depending on the client's financial goals and risk tolerance. Fixed annuities provide guaranteed income, offering clients peace of mind in retirement. Variable annuities allow for growth potential based on market performance but with the associated risk.
Additionally, Robert helps clients choose the right IRA options, including traditional, Roth, and SEP IRAs. He explains each option's tax advantages and potential drawbacks, ensuring that clients can make the best decisions for their retirement.
Military Service and Dedication to Service
Before entering the financial services industry, Robert DeChick served in the United States Air Force. His four years of active duty instilled a sense of discipline, responsibility, and commitment to service—values that continue to guide his work as a financial advisor. Robert received an Honorable Discharge and the Meritorious Service Medal for his service, which speaks to his dedication and strong work ethic.
As a Disabled Veteran, Robert understands the importance of financial security and works tirelessly to ensure his clients achieve peace of mind through well-planned financial strategies. His military background has influenced his approach to financial planning, emphasizing transparency, integrity, and a focus on the client's best interests.
Credentials and Industry Expertise
Robert holds several essential licenses in the financial industry, including Series 6, Series 66, and Series 7, regulated by the SEC and FINRA. These licenses allow him to provide various financial services, from investment management to retirement planning and tax strategies. Additionally, Robert is licensed in insurance, allowing him to offer insurance products as part of a holistic financial plan.
His work with leading estate planning attorneys and CPA firms across Central Florida has further enhanced his reputation as an expert who can integrate financial strategies with legal and tax considerations. Orlando Magazine recognized Robert's efforts, honoring him with the Five Star Wealth Manager of the Year Award for four consecutive years (2013-2016).
Courtland Walker Financial Group: A Holistic Approach
At Courtland Walker Financial Group, Robert leads a team of professionals dedicated to helping clients achieve their financial goals. The firm prides itself on its comprehensive approach to financial planning, ensuring that each client receives a customized strategy tailored to their unique needs.
The firm offers a full range of services, including retirement planning, investment management, estate conservation, and insurance. Whether clients want to secure their retirement, grow their investments, or protect their wealth, Robert and his team work diligently to provide clear, understandable solutions that make financial decision-making easier.
Retirement Planning: Creating a Secure Future
One of Robert's primary areas of focus is retirement planning. He helps clients at every stage of their retirement journey—from those just beginning to save for retirement to those already enjoying their retirement years. Robert understands that retirement planning is not a one-size-fits-all approach, and he works closely with each client to develop a plan that aligns with their financial goals and lifestyle.
Robert DeChick, Advisor, offers a variety of retirement solutions, including 401(k)s, IRAs, Roth IRAs, and annuities. He discusses each option in detail with clients, helping them understand how they work and which strategies best suit their retirement goals. For clients who are already retired, Robert helps develop strategies that focus on income generation, ensuring that clients can enjoy their retirement with financial stability.
Investment Management: Tailored to Client Needs
In addition to retirement planning, Robert offers comprehensive investment management services. He believes that building a diversified portfolio is crucial to long-term financial success. To create a tailored investment strategy, Robert works with clients to understand their financial goals, risk tolerance, and time horizon.
Whether clients seek growth, income, or a mix of both, Robert designs investment portfolios that match their objectives. He emphasizes the importance of tax efficiency and regularly reviews clients' portfolios to ensure they are on track to meet their goals. Robert's approach balances risk and reward, helping clients grow and protect their wealth.
Insurance: Protecting What Matters Most
A key element of Robert's financial planning philosophy is insurance. He believes proper insurance coverage protects loved ones and assets from unforeseen events. Robert offers a wide range of life insurance options, including term life, whole life, and business insurance, designed to meet the needs of both individuals and business owners.
In addition to life insurance, Robert DeChick, Advisor, helps clients with estate planning strategies to preserve wealth for future generations. Through estate conservation techniques, he ensures that client's assets are protected and passed on to their heirs most efficiently.
Annuities and IRAs: Retirement Security
Annuities are an essential part of Robert's retirement strategies. He provides fixed and variable annuities, each offering unique benefits depending on the client's financial goals and risk tolerance. Fixed annuities provide guaranteed income, offering clients peace of mind in retirement. Variable annuities allow for growth potential based on market performance but with the associated risk.
Additionally, Robert helps clients choose the right IRA options, including traditional, Roth, and SEP IRAs. He explains each option's tax advantages and potential drawbacks, ensuring that clients can make the best decisions for their retirement.
Military Service and Dedication to Service
Before entering the financial services industry, Robert DeChick served in the United States Air Force. His four years of active duty instilled a sense of discipline, responsibility, and commitment to service—values that continue to guide his work as a financial advisor. Robert received an Honorable Discharge and the Meritorious Service Medal for his service, which speaks to his dedication and strong work ethic.
As a Disabled Veteran, Robert understands the importance of financial security and works tirelessly to ensure his clients achieve peace of mind through well-planned financial strategies. His military background has influenced his approach to financial planning, emphasizing transparency, integrity, and a focus on the client's best interests.
