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Personalized Financial Services

“Planners for your Financial Future”

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Welcome to Walter Rapka, Jr., CPA, PFS, CFP®

Whether you are presently working or have recently retired, you deserve a secure retirement planned the way you want it. 

Walter Rapka, Jr., can put his experience as a CPA and Certified Financial Planner™ to work for you in planning your retirement. He conveniently offers both tax and financial planning services to help you reach your goals. 

Personal and Business Tax Preparation coupled with a personal meeting with Walter Rapka, Jr., CPA, CFP®, PFS, MBA means a lot to a client. Walter wants to get to know his clients on a one to one basis.

Walter understands all aspects of tax and retirement planning, including pensions, IRA rollovers, annuities, mutual funds, and asset management accounts. His ethical, caring service clearly proves his commitment to you.

Call or e-mail Walter today for a complimentary, no-obligation consultation concerning your retirement goals.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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