Financial Advisor Whitney Stricklin

Whitney Stricklin - CFP®

Less Stress More Enjoyment

Financial Products & Services

to reach your financial goals...



Personal Strategies:

Financial Resources Services:

  • Comprehensive Financial Planning
  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study 
  • Retirement Products & Services

Retirement Products & Services:

  • Individual Retirement Accounts  (IRAs)   
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance 
  • Analysis of Investment Alternatives

Tuition Funding Programs:

  • College Funding Strategies 
  • College Cost Analysis

Investment Products:

  • Stocks, bonds, ETF’s
  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services
  • Wealth Management Service

Estate Planning:

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving

Business Strategies:

Business Continuation Planning:

  • Funding Strategies
  • Buy-Sell Strategies 
  • Family Business Succession Planning 
  • Key Person Insurance

Executive Fringe Benefits:

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding Strategies
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Programs:

  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k)plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs
  • Group Insurance- Groups 2+i.e., Health & Dental

Please contact us to discuss your unique situation

We have thousands of nonproprietary independent financial products and services which allows us to custom tailor a solution that helps solve your particular requirement.

We will diligently work with you to discover the financial solution that best addresses your goal.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Whitney Stricklin is an independent contractor of Money Concepts

note: Financial Resources & Consulting is an independent firm and not affiliated with Money Concepts

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