Offering Unbiased Financial Guidance and Implementation
General Info
Whitaker Financial Consulting Offers Unbiased Financial Guidance and Implementation. I will work with you to fully understand your situation and come up with suitable and practical solutions while working with various Investment and Insurance companies that best match your needs.
INSURANCE - Life, Disability, Long Term Care Insurance; Group Insurance, BUSINESS - 401(k), 403(b), SEP and SIMPLE IRA, Group Insurance, Deferred Compensation., INVESTMENT - Managed Money, Mutual Funds, Annuities, Group Retirement Plans, Rollovers.
Brands
Janus, Lincoln, Metlife, MFS, Mutual of Omaha, Nationwide, Oppenheimer Pacific LIfe, PIMCO, Principal, Prudential, Transamerica, To Name a Few: Allianz, AssetMark, Assurity, AXA, American Funds, Black Rock, Jackson, John Hancock
Amenities
I will meet you at your home, business, or neutral location; whatever time and location is most convenient for you