Learn what it takes to achieve your retirement goals
Analyzing and preparing tax returns to ensure your financial plan has optimal tax efficiency
Customized portfolios, analysis, and research to construct a strategy best suited for you
Ensure your financial plan is bulletproof against life’s unexpected events
The secrets of success
Tailored Financial Planning
Fiduciary advice
David Whitaker is a Certified Financial Planner® which means your best interest is his top priority.
Custom portfolios
You are not average and your investment strategy shouldn’t be either. Customize your investment strategy to fit your specific needs.
PROFESSIONAL Collaboration
Don’t settle for a 1-800 number for advice. Work directly with an advisor who wants to connect with the other professionals you work with. Your entire team should all be working towards a common goal.
Tax Efficiency
Are you paying more taxes than you should? Are you up to date on the new tax laws? Your financial plan should include a detailed tax analysis to ensure you’re making smart decisions.
Create your Financial Plan Today!
Meet The Founder
David Whitaker, CFP®, EA, WMCP®, ChFC®
Principal