Mark Whitaker (AWMA, CFP®, CRPC®, MSFP)

Mark Whitaker focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

- Retirement income planning (We help you maximize your retirement income, by coordinating retirement assets, pensions, executive compensation, and social security)

- Tax Planning (We help you keep more of your hard-earned money through proactive tax strategies)

- Investment Management (We help you improve your investing by putting together sensible investment plans using the Perennial Income Model)

-Multi-generational planning (We help your money go to the people and places you want through next-generation gifting, estate planning, and education)

Additional Information

Retirement Advice LLC specializes in helping successful professionals transition from their career to retirement. Retirement Advice LLC uses an innovative approach to retirement planning that guides professionals through a process of transforming their ideas and dreams about retirement into a tangible retirement plan. This approach allows professionals to maximize their retirement income, reduce taxes, and leave an enduring legacy. Retirement Advice LLC specializes in helping you retire early, and retire empowered, so you can not only survive but thrive during your next phase of life.

NAPFA Start Date

June 01, 2020


This Office

916 E Northridge Dr Mapleton, UT 84664 Phone: +1 (801) 228-0103