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The Walt Lunsford Financial Advisory Group is dedicated to your financial success in retirement. As a group committed to retirement planning, we have molded our business and service model in a client-centric fashion to provide the best possible products and services at the lowest reasonable cost. Our clients have access to every major provider and independent research and benchmarking tools, allowing our consultants to recommend the best retirement plan structure in every circumstance.

The Walt Lunsford Financial Advisory Group began developing retirement plans more than 25 years ago and is now one of the largest regional providers of retirement plans to individuals and businesses. Led by Shawn M. Scott, CLU, ChFC, and his 14 years of retirement plan experience, our team takes a consultative approach to IRA, 401(k), 403(b), Defined Benefit and Non-Qualified Deferred Compensation plans. With our team's experience and the support of Raymond James, we have the tools and resources necessary to create a retirement plan that is uniquely designed to meet your needs.

We value our clients and take seriously the role entrusted in us as advisors, which is why we take a proactive approach to informing and educating our clients. The retirement plan world is constantly evolving and new regulations can be difficult to understand. Our retirement plan specialists keep you informed and up-to-date with changing rules and provide education and guidance to plan participants. In addition to guidance on plan design and changing regulations, we provide investment monitoring and fiduciary support to all our plans.

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