We offer a wealth of financial services for clients at all stages of life. Our knowledge and experience help avoid common pitfalls and pressures, and keep clients heading in the right direction. When choosing Whitehead Financial, you can be confident you have a comprehensive financial roadmap and a dedicated team supporting your economic decisions. With our help, you can get ahead in your finances and enjoy retirement sooner.
How we work
Our advisors take the time to understand your current financial situation and ideal future outcomes. We then use these insights to create your tailor-made roadmap to retirement.
1. Where you’re at now
How can you make the most of your assets? We have a range of strategies ready to go. We know everyone’s financial situation is different. So, we’ll dig deep to get to know you and fully understand your current position.
2. Where you want to go
We’ll then determine your financial goals and retirement aspirations, including when you’d like to retire and the kind of retirement you’d like to enjoy, including any bucket-list items and travel ambitions.
3. How to get there
We’ll tailor a unique financial plan to help achieve your retirement goals sooner and with more security, while considering things that are likely to impact you along the way. We’ll ensure you have enough money when you want to retire and that your family is financially comfortable long after you finish working.
4. Support along the way
As life changes and the economy shifts, your financial plan will require some adjustments to keep it on track toward your goals. Your dedicated advisor will meet with you regularly to review your finances in line with your ambitions and recommend changes as needed.