With combined advisory experience in excess of 40 years, the perspective we bring to our client relationships is based on our collective body of knowledge and capabilities. Both continue to evolve each day allowing us to add new tools and distinct opportunities which can potentially enrich the lives of those we serve.
Life is unpredictable, and just as the world continues to evolve and change, so do the needs of the businesses and families we are honored to serve. We pull from our experience, but we don’t rely on it as the way forward. In fact, the days we relish most are the ones that deliver a little known challenge that we are able to tackle and solve on behalf of our client and their family.
Dan Whittenburg, our Founder and key partner in the firm is regularly called upon to share his expertise within the financial services industry with his peers, and publically in the community he is proud to serve. He conveys his unique perspective through various mediums including articles, white papers and comprehensive presentations. You can find a sampling of Dan’s personal perspective below.
We regularly update and add to our perspective, so please check back often.
Austyn Whittenburg, CFP® |
Tuesday, September 26, 2023
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned...
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Austyn Whittenburg, CFP® |
Tuesday, September 26, 2023
Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing old that young people may overlook is long-term care insurance and how...
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Austyn Whittenburg, CFP® |
Friday, September 8, 2023
Having a solid life insurance policy in place is crucial for any adult who has assets, a business, or a steady income. While most adults know that having a life insurance policy is a vital piece in their financial puzzle, there are...
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Austyn Whittenburg, CFP® |
Friday, September 8, 2023
Making informed decisions about retirement is crucial to financial independence In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant...
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Austyn Whittenburg, CFP® |
Tuesday, August 1, 2023
A student's education expenses may be reduced when a parent uses their tax-advantaged retirement account to help cover tuition and other related costs. With many students graduating with college loan debt, using a 401(k) or IRA may...
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