Owner at Private Pension by Design
Flowery Branch, Georgia
Charles Walt Wilson, Owner, is a licensed independent financial professional at Private Pension by Design in Flowery Branch, Georgia with 50+ years of experience. Specializing in Fixed Annuities, Indexed Annuities, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 678-943-5976 (call/Text)
Email: [email protected]
Licensed Independent Financial Professional · 50+ Years Experience · SafeMoney Certified™
Charles Walt Wilson is the sole owner of Private Pension by Design in Flowery Branch, Georgia — and one of the most experienced independent financial professionals in the state. A veteran of the United States Navy, Walt brings a disciplined, mission-driven approach to retirement planning that has served his clients for over five decades.
A Philosophy Built Around Your Freedom
Walt's core belief is simple: you should have complete control over your financial plan. That means freedom from unnecessary taxes, penalty-free access to your funds when you need them, and income you can count on for the rest of your life. He educates individuals and business owners on safe money alternatives that most traditional advisors overlook — strategies designed to guarantee a reasonable return while protecting the principal you've worked a lifetime to build.
Specializing in Retirement Income & Safe Money Strategies
With over 50 years in the financial services industry, Walt has guided hundreds of Georgia families through the transition from accumulation to a guaranteed retirement income. His practice centers on fixed annuities, fixed indexed annuities, and life insurance strategies that eliminate market risk while generating predictable, lifetime income. Walt also advises clients on wealth transfer and legacy planning, estate planning, and long-term care planning — helping families protect what they've built across generations.
Serving Georgia and Beyond
Based in Flowery Branch, Georgia, Walt holds a resident insurance license in Georgia and serves clients across Colorado, New Mexico, and Missouri as well. Whether you're five years from retirement or already retired and re-evaluating your income strategy, Walt can meet you where you are and design a plan that works without Wall Street risk.
The Private Pension by Design Approach
The name says it all. Walt's practice is built around creating private pension-style income for people who don't have one — converting accumulated savings into a guaranteed, structured income stream that you cannot outlive. It's not about chasing returns. It's about designing certainty.
Contact Charles Walt Wilson today to discuss your retirement income planning needs in Flowery Branch, Georgia — and find out what a Private Pension by Design can do for your retirement.
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Charles Walt Wilson at Private Pension by Design offers Fixed Annuities, Indexed Annuities, Life Insurance in Flowery Branch, Georgia. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Charles Walt Wilson is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.