Our Services

Our Services

How We Can Help

At Whitten Retirement, 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.

Whitten Retirement Client Services

Estate Conservation Strategies

Retirement Planning

Education Funding Strategies

IRA Consolidation/Rollover Services

Long-Term Care Insurance

Mortgage Protection (through life insurance and disability income insurance)

Lump Sum Pension Distribution

Pension Payout Alternatives

Pension Transfer/Rollovers

Mutual Funds

Tax Sheltered Annuities, 403(b) Plans

Term Life Insurance

Universal Life Insurance

Variable Universal Life Insurance

Whole Life Insurance

Disability Income Insurance

Charitable Gifting Strategies

Fixed and Variable Annuities

Managed Money Accounts

Brokerage Accounts

Securities and Bond Trading

Small Business Solutions