Build a Blueprint for Your Financial Future
From foundation to furnishing, we’re ready to help you design your dream retirement.
Meet Your Advisor
“My first priority is helping you understand where you are financially and how to get you closer to your financial goals.”
— ED WHITAKER, FOUNDER AND INVESTMENT ADVISER REPRESENTATIVE
Whitaker Wealth Blueprint
Careful consideration. Using the right tools. Hard work. Financial planning and home building share several key components ... all of which we utilize throughout our Whitaker Wealth Blueprint to help build your ideal retirement.
Ready to Uncover Potential Tax Savings?
Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income. You’ll learn:
How proper planning can help you manage the taxation of Social Security benefits
Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
Ways donor-advised funds allow you to avoid capital gains taxes
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
Ready to Take the Next Step?
- 309.210.2919
- 220 E. Jackson St., Suite B
Morton, IL 61550 - Privacy Policy
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