Whitaker Wealth Management Services, LLC

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220 E Jackson St Ste B
Morton, IL 61550
+1 (309) 210-2919
https://whitakerwms.com

Whitaker Wealth Management Services, LLC, located in Morton, IL, specializes in helping clients design their dream retirement through comprehensive financial planning and personalized investment strategies. Led by founder and investment adviser Ed Whitaker, the firm prioritizes understanding each client's financial situation to align their investments with their goals.

The firm offers a variety of services, including risk assessment through their Riskalyze tool, tax optimization strategies, and a unique financial planning process known as the Whitaker Wealth Blueprint. Additionally, Whitaker Wealth Management Services provides insurance products to enhance client financial security, ensuring that all offerings are backed by the financial strength of reputable insurance carriers.

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