Whitney Financial Group Description
Whitney Financial Strategies, LLC is a fee-based Registered Investment Adviser Firm ("WFS"). WFS has institutional relationships with various financial service firms that specialize in different types of investment strategies we can offer to our clients. All situations are unique and we take time to listen to what is important to you. We are a "Fiduciary" meaning we have the obligation to put your interests ahead of our own. WFS company logo has the founder/president’s signature on it. This is how you know that our firm has conducted exceptional due diligence on any recommendations we provide. We specialize in retirement planning, wealth management, financial planning, estate planning, trust management, and business planning. We have a licensed tax adviser/attorney on staff who can assist with investment tax strategies, tax preparation, accounting, and tax court representation. WFS also works with Whitney Insurance Services to refer clients who want to consider any of the various insurances to protect what is important to them. WFS has developed a reputation in the “Assisting Success™” of our clients and we look forward to servicing your financial needs now & in the future and making you’re a very happy client.
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