Our Services
Whitmore Financial specializes in providing comprehensive financial solutions for individuals, business owners, and seniors. With a commitment to long-term financial security, we offer a wide range of services designed to meet the unique needs of each client.
Wealth Management Services
401(k) Plans: Tailored retirement solutions for businesses and employees designed to ensure financial security in retirement.
Retirement Planning: Tailored strategies to help individuals plan for a secure and comfortable retirement.
Investment Management: Professional management of portfolios to help clients achieve financial growth while managing risk.
Estate Planning: Working in conjunction with your estate planning attorney, we provide guidance in structuring your estate to ensure wealth is efficiently passed down to future generations.
Insurance Solutions for Businesses
Life Insurance: Customized policies to safeguard the financial future of business owners and their families.
Disability Insurance: Protection for business owners and employees against income loss due to illness or injury.
Long-Term Care Insurance: Coverage that provides financial assistance for individuals requiring long-term care due to illness or aging.
Insurance Solutions for Individuals
Medicare Supplement Insurance: Helping seniors bridge the gap in Medicare coverage for health-related expenses.
Life Insurance: Protecting loved ones with policies that fit individual needs.
Disability Insurance: Income replacement to protect seniors from financial loss due to illness or disability.
Long-Term Care Insurance: Safeguarding against the high costs of extended medical care or assisted living.
Variable Annuities: Investment products designed to provide a steady stream of income during retirement.
Fixed Annuities: Guaranteed income products designed to offer stability in retirement.
*Guarantees are subject to the claims-paying ability of the issuer