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I am continuously updating and improving the services I offer in order to meet the changing
needs of my customers. I want to be your advisor for the long term for all of your insurance
and retirement planning needs.
A hallmark of my agency is the focus I place on offering quality products and services. I
have aligned myself with some of the finest companies in the insurance and investment
industries. I choose to represent more than one company because it is my firm belief that
one company can not be everything to all people. At Whitaker Insurance & Financial
Services LLC, I have identified the leaders and am proud to represent an excellent selection
of companies and products.
Unsure if the amount of life insurance you currently have would be enough? Each and
every time I set up a financial plan, I do an evaluation to help ensure you have the correct
amount of coverage. Not sure if what you have saved to date is enough to retire on? I
discuss these items and many more with you while reviewing your financial situation. I
also review the alternatives so that you have the information you need to make an informed
decision when it comes to your retirement planning. Not only do I provide insurance and
investments, I explain the products I provide so you establish a comfort level with your
decisions.
| ..............................W.............................. Whitaker Insurance & Financial Services LLC. 4501 Hwy 83 Burlington, Wisconsin 53105 Phone (262)537-2933 Fax (262)537-2889 Whitaker Insurance is licensed to do business in the following states: Wisconsin, Illinois, Indiana, Texas & Nevada |