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Dedicated to serving individuals, families and small businesses
understand saving and planning options and action steps to take.

A PROFESSIONAL WEALTH AND SUCCESS MANAGEMENT EXPERIENCE

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Learn More About The Equifax Security Breach!

Michael F. Whitney, MBA
Chartered Retirement Planning Counselor℠


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READY FOR RETIREMENT?

Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

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ANSWERING YOUR QUESTIONS

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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JUST STARTING OUT

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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