Michael Whitaker & Associates, LLC
Chartered Financial Consultant
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We Believe in a Holistic Approach to Financial Planning

 

Our Approach is Holistic

We believe in addressing all of the issues that can derail a financial plan. That’s why our office has financial advisors, insurance agents, a law firm and a CPA all under one roof.

We believe that investing assets is only part of a financial plan. We are a firm that prides itself in bringing complicated issues to a level that our clients and their families can understand so they can be part of the decision making process.

 

Contact

➤ LOCATION (Main office)

3251 Wedgewood Lane
The Villages, FL 32162

➤ LOCATION (SATELLITE Office)
*by Appointment Only

13940 N US Hwy 441
Suite 207
The Villages, FL 32159

☎ CONTACT

ccruz@newbridgesecurities.com
(352) 391-9934

Services & Resources


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Wealth Management

Retirees are often faced with many important decisions in regard to their long-term retirement goals. Decisions such as tax planning, rising cost of healthcare and overall inflation are all part of the equation for making the right choices for retirement.


Annuities

Are you trying to plan for an income when you retire to supplement your social security and pension? Do you want it to be a guaranteed income no matter what the economy is doing?


Seminars

Retirees are often faced with many important decisions in regard to their long-term retirement goals. Decisions such as tax planning, rising cost of healthcare and overall inflation are all part of the equation for making the right choices for retirement.


Planning Long Term care

Planning for the cost of long term care is becoming increasingly important for Florida residents. As co-author of the book “Long Term Care is your Family Protected?” my associates and I are passionate about educating the public about Long-Term Care (LTC) Planning.


Financial Planning Calculators

Our financial planning calculator resource page helps you calculate a variety of things including retirement needs, investment planning, insurance planning and more.


Insurance Planning

Learn how insurance planning can protect, enhance and maximize your IRA, Pension and Tax Plan, whether it is through a Multi-generational strategy, maximization of your pensions, or protecting your heirs by offsetting taxes from your IRA.

 
 

 
 
We must all obey the great law of change. It is the most powerful law of nature.
— Edmund Burke
 
 

 
 
 

Let's Chat.

Use the form below to contact us regarding your legal inquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.

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Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.
 
 

*Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not registered broker dealers and operate independently from Michael Whitaker & Associates, LLC. and its agents. Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not affiliated with Newbridge Securities Corp. or Newbridge Securities Financial Services Group Inc. and do not share in any compensation arrangements with Michael Whitaker & Associates, LLC. nor do they pay and/or receive any compensation for client referrals.