Whitford Financial Planning
Specializing in retirement and investing, plus tax and inheritance planning, we’re here to guide you through every stage of your financial journey. 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.
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.
Visit our website to schedule a no obligation call today!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.