A mother pushes her daughter on a tree swing

Retirement Planning

Financial Strategies For The Long-Term

Our Solution

Whitnell’s retirement planning service is a comprehensive approach to setting and achieving realistic goals. We objectively evaluate our clients’ stated goals for retirement and then work together to create and implement a custom retirement plan. Through this process, we help clients prioritize their goals and adapt to the changing economic climate and their unique financial situation.

By working with Whitnell on this service, many of our clients increase the likelihood that they will live a comfortable life in retirement, enjoying free time with the ones they love.



REQUEST A FREE CONSULT ABOUT THIS SERVICE




GET TO KNOW OUR TEAM

Profile photo for William E Thonn - President & CEO
President & CEO
Profile photo for Wayne Janus - President, Financial Planning
President, Financial Planning
Profile photo for David Peckenpaugh - SVP & CIO
SVP & CIO
Profile photo for Mia Erickson - Senior Vice President
Senior Vice President
Profile photo for Brian Henderson - Senior Vice President
Senior Vice President
Profile photo for Robert Legan - SVP, Family Office Services
SVP, Family Office Services
Profile photo for Robert Peckenpaugh - Senior Vice President
Senior Vice President
Profile photo for Christy Pedersen - Vice President
Vice President
Profile photo for Michael Loizzi - Vice President
Vice President
Profile photo for Lisa Olson - Vice President
Vice President
Profile photo for Barbara Whiting - Senior Tax Manager
Senior Tax Manager
Profile photo for Craig Janus - Financial Advisor
Financial Advisor
Profile photo for Debbie Grudzien - Chief Compliance Officer
Chief Compliance Officer