As we dive deeper into the summer, you may feel like 2020 has already been one of the longer years of your life.
Between a worldwide pandemic, racial tensions and changing work situations, it’s been a challenging year for many of us whether you are just starting a family, nearing retirement, or attacking any of life’s major milestones.
The Whitten Retirement Solutions team understands that you may be facing major crossroads to make financial decisions, and the stress is building.
The team at Whitten Retirement Solutions assures that financial planning doesn’t have to be stressful. In fact, they believe it can be a comfortable and confident process.
They can help their clients establish risk profiles and create clear goals, then develop a comprehensive plan to help pursue those goals. Personal service and attention are extremely important to them, and it will come through in their service.
Our team looks beyond traditional wealth management to help you identify and measure where you are and where you want to be in the future.
According to Greg and Blake Whitten, “Learning what is important to you enables us to devise a plan that will help you and your family pursue financial freedom through all aspects of your lives and will allow your legacy to continue on in your family’s lives.”
Most importantly, all clients are treated the same – as part of the family.
Whitten Retirement offers comprehensive retirement planning, investment services, and insurance services throughout Maryland and to the local community. To learn more about how Whitten can help, visit whittenretirement.com or call 410-228-6715.