Whitford Financial Planning: Financial Advisors, CFP®, Retirement

YOUR RETIREMENT, STRESS FREE

Tax Planning I Smart Investing I Inheritance Planning

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Imagine Your Money Working Smarter

By taking a holistic view, we strive to have all aspects of your money working seamlessly, to maximize efficiency for the long-term. Specializing in retirement and investing, plus tax and inheritance planning, we’re here to guide you through every stage of your financial journey.

Retirement

Like it or not, the big day is approaching. Are you prepared? We help you assess your retirement readiness, make sure you are doing all the little things right and avoiding mistakes that could get you off track.

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Investing

Your investment strategy should reflect your unique goals, objectives, and risk tolerance. Diversification and low-cost investments should be prioritized.

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Taxes

By anticipating your current and future tax brackets, the aim is to pay taxes when the rates are the lowest. The best timing for some moves may be years into the future, but each year could present opportunities that can easily be missed if tax planning is not a regular part of your strategy.

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Inheritance

Losing a loved one is never easy and grieving is a unique process for everyone. When you are ready, we can help you understand what to do with inherited assets and any important tax planning considerations.

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Our Services

We create strategies that are tailored to your unique needs and goals.

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Our History

More than 25 years of experience have prepared us to guide you through your life transitions.

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Personal Advice From A Trusted Partner

At some firms the advisors work with as many clients as possible, often several hundred people. At Whitford Financial Planning, our advisors each work with a limited number of clients, so that our advice is always personalized. Your are unique, as are your needs, your family, and your finances. Serving our clients is our only priority, and we have built our firm around helping you succeed.

8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Frequently Asked Questions

What services do you provide?

We provide a complimentary initial plan, followed by ongoing services that include investment management, retirement planning, and personal tax strategies. Our goal is to help you prioritize your short-term and long-term financial goals, so together we can make smart financial decisions.

What does it cost?

We charge a fee based on the amount of assets we manage for you. Financial planning recommendations, which can cover just about any aspect of your financial life, are included at no additional cost. Starting at 0.85% (or $850/year for every $100,000 we manage), we believe that financial advisor fees should be simple and transparent.

Are you a fiduciary 100% of the time?

Yes, our clients pay us a fee for the advice we give. That's it! No hidden fees, insurance commissions, or referral bonuses. Trust is the most important part of our client relationships.

How Our Unique Structure Works To Benefit You

We are independent, we are a fiduciary, and we work ONLY for you.

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Do You Have Any Financial Blind Spots?

Everyone who drives a car does so with blind spots on both sides of the vehicle.

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Schedule a Call Today!

Schedule a brief phone call to see if we might be able to help you and to learn more about our services.