Areas of Practice
ASSET MANAGEMENT
At Michael Whitaker and Associates, our goal is to preserve wealth for our clients so that they can enjoy the quality of life they are accustomed to during their retirement years.
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? You may want to consider a retirement annuity.
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.
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 ASSISTANCE
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.