Whitten Retirement Solutions
Financial Advisors in Cambridge, MD
Retirement | Investing | Business Planning
At Whitten Retirement Solutions, our objective is to take all the pieces of your financial plan and put them in place.
we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and value-added services for successful families, professionals, and business owners.
Our Mission to Help You
Our People. Our Practice. Our Process.
We understand that you have goals that you want to accomplish now, and dreams for your future. Our mission is to make both a reality.
Our team will help you create an effective game plan, provide advice in a common language, and do it with straightforward fees. We’re here for you if you’re looking for financial advice, retirement help, or for general planning and money management.
Our Client Experience
What are current clients saying about Whitten Retirement?
“The team at Whitten Retirement Solutions gives you their undivided attention, they are focused on your goals and your plans for future. Highly recommend talking to them about your investments/retirement plan.”
Kenny K. | Cambridge, Maryland
“Our whole family counts on the services provided by Whitten Retirement Solutions to make wise investments. We have been with them for many years and now can be secure that we will have a financially comfortable retirement.”
Cathy S. | Cambridge, Maryland
Meet The Whitten Team
Our Team. Committed to You.
Our team at Whitten Retirement is Committed to Your Growth. Learn more about who we are and how each team members impacts your experience with us.
News & Resources
I was happy to contribute to this GOBankingRates article as legacy planning options and situations are so important to many of our clients.
You can read the full article here: www.gobankingrates.com/money/financial-planning/im-a-financial-advisor-these-are-the-best-assets-...
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Is India the new China?
While we may not go that far yet, the economic and technical trends suggest the country may be set for a prolonged period of outperformance.
More in the latest commentary here:
Is India Surpassing China to Become the Next Superpower?
whittenretirement.com
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce,...0 CommentsComment on Facebook
We all make mistakes, take the wrong turn, or choose incorrectly. It happens, and we see this a lot with money and finances.
But most importantly, give yourself a break. Financial planning can be challenging and intimidating, and no-one has perfect financial habits. One of the great things about working with a planner is you get the guidance and support you need to make your financial habits easier and more effective. #mondaymotivation
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Legacy Planning Update 👇
"You Know Who" recently updated some rules about trusts that could accidentally make your heirs liable for capital gains taxes. It’s another quiet change that could severely impact families trying to maximize their legacies.
IRS Changes Inheritance Rules: Protecting Your Legacy
whittenretirement.com
The IRS recently updated some rules about trusts that could accidentally make your heirs liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximiz...0 CommentsComment on Facebook
