WHI Financial offers Annuity & Insurance products, Financial Planning & Investment Advisory services, and Private Portfolio Management.
WHI Financial is committed to providing clients superior advice and financial services they will need throughout their lives. WHI Financial is working everyday to try and establish relationships with other companies who offer the financial products our clients will need to get into and through retirement.
WHI Financial does not have account minimums, unlike many investment firms who do. WHI Financial is interested in helping ALL investors, not only investors who have a minimum of $50,000 or $100,000 to invest.
WHI Financial provides a complete line of outstanding annuity, life, disability and long-term care insurance products. WHI Financial offers these products through a strategic relationship with a life and health insurance agency representing some of the finest life and health insurance companies in the United States. Many of the mulit-billion dollar firms represented are more than 100 years old and all have A.M. Best ratings from A++ to A. Other areas of specialization include business planning, retirement planning, and personal planning.
WHI Financial chooses investments that best fit our clients financial concerns or goals, allowing our clients to feel they are being advised and not sold.
WHI Financial is a fee only business, therefore, the fee clients pay is a percentage of the assets we are hired to advise on or directly manage. When client accounts go up, the advisor fee goes up, and if the clients account decreases, the advisors fee decreases too. We advise based on what is best for the client and our advice is not based on commission trades.
Please contact us today to find out how you can receive a 40 page Financial / Retirement Plan, FREE.