Our Approach

At Whitlock Wealth Management we believe in a team approach. We spend time to learn your unique financial needs, dreams and goals. We customize a financial plan to support you in pursuing your goals. We review and measure your progress regularly to help you stay on track. We believe our proactive and disciplined process can help you feel more confident about your financial future.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Workplace Education

These days, personal finances can be a source of stress and a distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs.

Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

  • Managing everyday expenses
  • Making the most of their company benefits
  • Planning for retirement

Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)