Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment Tax Planning
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products*

 

 

*Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC and individually licensed and appointed insurance agents.