Our Services

Dale R. Whiting & Associates offers a wide range of products and services to assist clients in creating their financial plan. We consider risk tolerance and time line, while addressing philosophical preferences, business goals, and family needs & objectives. We review & analyze existing assets and recommend proper asset allocation. Dale R. Whiting & Associates strives to make the process simple, understandable, and done in a way that provides maximum after-tax benefit.

 

Retirement Planning

  
  • IRA
  • IRA Rollovers & Transfers
  • Roth IRAs
  • SEP IRA Plans
  • 403(b)/TSA
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Education Funding

  
 
  • Universal Life Insurance
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Insurance

  
  • Life Insurance: Term, Universal Life, Universal Life, and Whole Life
  • Disability Income: Individual & Group, Business Overhead & Business Buyout
  • Medical: Individual & Group, Traditional, PPO, HMO, MSA, & HRA
  • Medicare Supplement and Medicare Part D
  • Long Term Care: Individual & Group
  • Critical Illness
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Protecting income and Assets

  
  • Fixed Annuities
  • Fixed Index Annuities
  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
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Faith Based

 
  • Screening for such things as tobacco, alcohol, gaming, non-family lifestyles, abortion, & pornography
  • using companies that meet biblical values
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