About

Walter C. Young, MBA, RICP

Is a national speaker, Industry panelist and Amazon best-selling author of The 5^thOption and now recently trademarked parable The Desert Island Dilemma™.

Walter helps his audiences learn about the challenges retirees face in a modern economic environment and post pension society. His blend of stories, humor and financial planning theory keeps audiences entertained while learning the very latest academic research in retirement income planning. He earns rave reviews and guests often stay long after the dinner presentation has ended to continue conversations.

Walter began his career in the financial services industry in the early 1990’s. Following earing his MBA Walter took a break from financial services and worked for Deloitte Consulting. During his tenure at Deloitte Consulting Walter began to see the financial strategies implemented

by the best run corporations had a heavy emphasis in reducing overall risk and opportunity cost while maximizing cash flow for shareholder value. He immediately drew the parallel that individual households would benefit greatly by the same strategies. If

individual households can run their homes in a similar fashion, individual households may gain the same efficiencies that may very well determine their financial success.

Unlike traditional retirement planning,… the Fifth Option is about strategizing your retirement plan around safe, predictable, and plentiful income.

Since that time Walter has developed a unique financial planning approach that puts these lessons at the forefront of strategies for individuals and small business owners. His unique blend of individual and corporate financial planning has produced a totally unique way at looking at an individual’s financial situation. He begins every relationship with the same concept “If you were a business, would you invest in you?”

Walter has become a specialist in economic based financial planning theory and is a thought leader helping clients develop strategies to achieve their retirement goals.

Walter lives in Seattle with his wife and three children. Walter is an active runner and tennis player and enjoys coaching his children’s sports and other community activities.