Who we are: The Whitaker-Myers Group
Thinking about all the services you need to ensure your financial house is in order can be overwhelming. You often hear from us about what you can expect from us at Whitaker-Myers Wealth Managers; however, we wanted to highlight the different divisions within Whitaker-Myers. By doing this, we hope to relieve a little stress for you so you don’t have to make multiple phone calls for these various items.
Whitaker-Myers Group is uniquely equipped to help with many areas of your financial life, including Insurance, Benefits, Tax Preparation, Financial Coaching, Estate Planning, and of course, Wealth Management. I usually like to sum this up by saying, “no matter what you are looking for financially, one of our professionals at Whitaker-Myers can likely help!”
Financial Coaches at Whitaker-Myers Wealth Managers
If you follow Dave Ramsey, you have likely heard of his 7 baby steps. The Wealth Management division of Whitaker-Myers can help you no matter your baby step.
Our Financial Coaching team helps clients walk through baby steps 1-3. This includes saving money, paying off debt, building a budget you feel confident in, creating a margin between your income and your expenses, and overall accountability and encouragement along the way.
Think about a Financial Coach as you would a Fitness Coach, but one that won’t make you do jumping jacks. I say this because relating a Financial Coach to what a Fitness Coach does usually helps people make the connection if they have not heard of a Financial Coach before.
You don’t hire a Fitness Coach to tell you that you should start eating healthy and working out. You already know that those are things you should be doing. But having someone keep you accountable and provide helpful tips along the way is well worth it. The same is true for a Financial Coach; they will guide you in achieving the financial goals that you are working towards.
Financial Advisors at Whitaker-Myers Wealth Managers
The Financial Advisors at Whitaker-Myers Wealth Managers are here to help you through baby steps 4-7 and beyond.
We are a team of Ramsey Solutions’ SmartVestor Pros which means that they will provide you with advice consistent with what you hear on the Ramsey Show. We are one of the few National SmartVestor Pros, which means Dave Ramsey and his team have trusted us to help their fans across the United States.
Many ask, “Am I going to be okay in retirement?” or “Am I on track to meet my financial goals?” Our Financial Advisors would be happy to help you discover the answer to those questions by building your financial plan.
One thing that makes us unique is that our Advisors have the ability to manage the investments inside of your Employer-sponsored Retirement Plan (IE: 401(k)) while you are still employed.
When you work with our Advisors, they will not only help you invest for retirement but will also ask you the appropriate questions to make recommendations that will help you be financially healthy overall. They will help you with baby steps 4-7 and beyond because even though not listed in the baby steps, having life insurance or an estate plan (will or trust) is something we all likely need. These are also areas they can help guide and share information on when making decisions.
Whitaker-Myers Tax Advisors
Having a CPA on our team means that when your investment questions flow over into tax questions (which happens a lot), we can call on Whitaker-Myers Tax Advisors to help provide you with sound advice and recommendations.
Many of our Whitaker-Myers Wealth Managers clients use Whitaker-Myers Tax Advisors to prepare their taxes. It works well since they can pull your tax documents for you in relation to your investment accounts.
Whitaker-Myers Insurance
Whitaker-Myers Insurance is an Independent Insurance Agency that can help you find the best rate for your home, auto, or commercial lines policy by quoting several different insurance carriers.
One of Dave Ramsey’s tips for saving money is to get a quote for your home and auto insurance through an Independent Insurance Agent, especially if it has been a while since you have had a quote done.
Insurance can be confusing, so it is nice to have a trusted professional helping you.
Whitaker-Myers Benefits
The professionals that work on the Benefits side of Whitaker-Myers can help you with Health Insurance, Medicare, and Long-Term Care insurance.
If you are self-employed, in between jobs, or need to sign up for Medicare, you will likely find it helpful to talk to someone that can assist you in finding the insurance plan that works best for your specific needs.
Mission, Vision, and Core Values
Our team at Whitaker-Myers Wealth Managers live and work by our mission, vision, and 7 core values.
Having the heart of a teacher is listed as our first core value on purpose because we are passionate about educating our clients and helping them to feel confident about their current and future finances.
To better understand who we are and what we value, please see our recent video sharing who we are as a company.
If you have a financial question that you have been looking to answer or have had something on the to-do list for a while now, we would love the opportunity to work with you. Feel free to schedule a meeting with one of our Financial Advisors or Financial Coaches today.
Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.
Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.
Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.