About Our Team

The Beacon Formula™

Our goal is to take all the pieces of your financial puzzle and put them in place.

To do so, 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.

The Beacon Formula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

Our Seven Pillars

At Whitten Retirement Solutions, we take a holistic approach to financial planning that can adapt and evolve as your needs change over time. Our process builds a comprehensive foundation covering the key pillars of financial success:

With routine reviews, we identify which pillars to focus on at each stage in your financial journey. Your plan evolves with you over time to cover evolving needs.