We are excited to share these firsthand accounts of how our financial services and The Beacon Formula have positively impacted the lives of our clients. Take a moment to review these recent testimonials and discover what we are all about.

– Secure that we will have a financially comfortable retirement –

“Our whole family counts on the services provided by the 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., March 2023*

– They are focused on your goals and your plans for future –

“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., March 2023*

– His honest appraisals are what we need in such a time as this –

“The working relationship we have with Blake Whitten and his team started out professional, however, over the last two years, we have developed a personal one as Blake truly cares about the people he serves and wants to know that we are happy with his service. He provides us with knowledge about the financial side of the world which is different than the health side that I am familiar with. I was very cautious about choosing a financial firm, but after he was recommended, my husband and I decided to follow through and meet with him.

Blake calmly took all the information that I received from multiple companies and made recommendations for one portfolio of options for us to choose from His team assisted with calls to different firms and helped me through the process. Whitten retirement provides transparency into the financial ups and downs of the market, and he checks in with me to see if my future strategy for retirement is the same. I feel that his honest appraisals are what we need in such a time as this. My husband and I are looking forward towards retirement and thank him and his firm for calmly and assuredly getting us there.”

Patty N., April 2023*

– They continually do what they promise –

“We really enjoy Blake and his team’s (Beth and Jordan) customer service skills. We can always reach them and they are eager to assist. They continually do what they promise, which is so important in easing the stress in dealing with financial situations. The world has seen some unusual events these past few years with pandemics, market uncertainties and social unrest. Blake takes the time on a regular basis to communicate with his clients on how all these may impact you and how best prepare for life challenges.”

Debbie R., May 2023*

– They have our best interests in mind when they advise us of changes –

“The Whitten Group has given us a confidence that they have our best interests in mind when they advise us of changes that would be beneficial. Very accessible for questions, etc. They were great in educating our 12 year old grandson on financial options. Highly recommend this agency.”

Catherine M., May 2023*

– Show they personally care about us –

“Professional! This team really gets to the heart of your family’s dreams. They break all of your information down and match it up to the retirement life you work hard for. I’ve been very pleased with team Whitten as they’ve taken care of our family and show they personally care about us. I highly recommend Whitten Retirement Solutions.”

Phillip F., May 2023*

– Consistently deliver top-notch professional services –

“The entire team at Whitten Financial works together to consistently deliver top-notch professional services. Each client is treated with respect and compassion, especially when life brings unexpected tragedies and hardships. Most importantly, you are a person, not a number. For that, I continue to be a 35+ year Whitten client!”

Susan E., June 2023*

– I am very grateful –

“Retirement is like savoring a great moment in your life and I have Whitten Retirement Solutions to thank. My goal after working as a nurse and IT consultant traveling 48 weeks a year is to slow down and truly enjoy the scenery. Planning with Whitten Retirement has helped me get to this new place and I am very grateful.”

Patty N., November 2023*

*The current clients that have provided testimonials above have not been paid or received any compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.