The Foundation Behind Whitten Retirement Solutions

Our team at Whitten Retirement assures that financial planning doesn’t have to be stressful.

In fact, we believe it can be a comfortable and confident process.

We’ll help you establish your risk profile and create clear goals, then develop a comprehensive plan to help you pursue those goals. Personal service and attention is extremely important to us, and it will come through in our service to you.

Our team looks beyond traditional wealth management to help you identify and measure where you are and where you want to be in the future. Learning what is important to our clients enables us to devise a plan that will help you and your family pursue financial freedom through all aspects of their lives and will allow their legacy to continue on in their families lives.

Here are our seven pillars of service:

Wealth Management

A comprehensive approach to managing and growing clients’ financial assets to pursue their long-term goals.

Cash Management

Efficiently managing cash flows, liquidity, and banking services to optimize financial resources.

Tax Planning

Strategically planning and optimizing tax obligations to minimize liabilities and maximize after-tax wealth.

Risk Management

Identifying, assessing, and mitigating potential risks to protect assets and minimize financial losses.

Legacy Planning

Creating a plan to transfer wealth and assets to future generations while minimizing taxes and ensuring beneficiaries’ financial well-being.

Administrative Services & Giving

Handling administrative tasks, such as record keeping, document management, and transaction processing, to streamline financial operations and ensure compliance.

Value Added-Services

Additional services provided to enhance the overall financial experience, such as personalized advice, tailored investment strategies, and access to exclusive opportunities.