Plan for Your Financial Future,
Starting Today


Our team is committed to helping you make your dream retirement a reality.

Our Team

At Whitaker Wealth Management Services, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

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Raymond (Ed) Whitaker, CLU®, CHFC® Investment Adviser Representative

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Kim Whitaker
Managing Director /
Marketing Coordinator

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Ashley Pflederer
Director of Client Services

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Danielle DeLong
Director of Operations

Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

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IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Attend an
Upcoming Event

Jun 13
2023
Jun 13, 2023
Preparing for Retirement Seminar
| 6:30 pm
| DESTIHL Restaurant & Brew Works
Jun 20
2023
Jun 20, 2023
Preparing for Retirement Seminar
| 6:30 pm
| Johnny’s Italian Steakhouse
Jun 22
2023
Jun 22, 2023
Social Security Seminar
| 12:30 pm
| Peoria Public Library North Branch
Jun 22
2023
Jun 29, 2023
Social Security Seminar
| 6:00 pm
| Peoria Public Library North Branch
Jun 29
2023
Jun 22, 2023
Social Security Seminar
| 6:00 pm
| Peoria Public Library North Branch
Jun 29
2023
Jun 29, 2023
Preparing for Retirement Seminar
| 6:30 pm
| Johnny’s Italian Steakhouse
Jul 12
2023
Jul 12, 2023
Seminar
| 12:30 pm
| Fondulac District Library
Jul 12
2023
Jul 12, 2023
Seminar
| 6:00 pm
| Fondulac District Library
Jul 17
2023
Jul 17, 2023
Seminar
| 6:00 pm
| Fondulac District Library

Come Meet with Us


To learn more about Whitaker Wealth Management Services or to schedule a no-obligation meeting, contact us today!

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By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.