Michael Whitaker & Associates, LLC
Chartered Financial Consultant

Wealth Management

Professional Help With Your Financial Future

Wealth managers do a lot more than select stocks and stare at a computer screen. The right firm can help you plan your entire financial life and give you peace of mind knowing that you have a trusted professional looking out for your best interests and providing guidance along the way.

A healthy and holistic relationship with your wealth manager means:

  1. Actively Creating your retirement plan

  2. Coordinating with a CPA, attorney and insurance professionals all in one office

  3. Being free to do whats in your best interests is why we are independent advisors

  4. Regular meetings to monitor your progress

  5. Producing income and maximizing social security benefits in a tax efficient manner

  6. Reviewing your insurance needs from medical, life, long-term care and annuities to be sure that you are properly but not overly protected.

Check out our seminars

Our professionals are ready to help guide you