Financial Planning

 

At Whittaker & Associates, we’re focused on our clients as individuals.  Through careful financial planning, we want to help you make the best financial decisions you possibly can over the long term, so you’ll be one step closer to realizing your financial goals.

 

With such a large population of retirees in Venice, Sarasota, and along the gulf coast, good financial planning is often of immediate concern to our clients.  Over the years, we’ve been pleased that so many of our clients consider us among their most trusted financial advisors.  We act as an objective outside party with a rich and diverse background in finance, and we can bring an experienced eye to your investment portfolio.  We routinely consult on wealth accumulation strategies, small business development, and portfolio diversification.

 

As part of your overall financial plan, we can also talk to you about the necessity of strategic estate tax planning and the impact of any estate and gift taxes.  For more information about our financial planning services, please contact us.