Our Purpose

Whitford Financial Planning's Purpose

We are in the business of financial planning to help others simplify and organize their finances. You need an accountability partner who understands what is important to you and can break-down your financial decisions into one manageable thing at a time. We help you gather the pieces of your financial puzzle and connect them together, to help you make smart financial decisions.

What 'Blind Spots' Can We Help You Uncover?

Help Me:

  • Lower my income taxes
  • Optimize my investments
  • Understand how best to handle economic and market volatility
  • Get organized
  • Understand what to do with my inherited assets
  • Determine the most efficient way to payoff debt

Help Me:

  • Evaluate my insurance coverage
  • Determine when I can retire
  • Decide when to take Social Security
  • Handle all of the decisions associated with changing jobs
  • Determine the most efficient way to give to charity and my family
  • Understand the most recent tax laws and retirement policy changes

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