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
  • 401k
  • Profit Sharing Plans
  • 457 Deferred Compensation
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Education Funding

 
  • 529 College Savings Plans
  • Coverdell Education Accounts
  • Universal Life Insurance
  • Variable life Insurance
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Insurance

 
  • Life Insurance: Term, Universal Life, Variable 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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Investments

 
  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Individual Stocks & Bonds
  • Direct Investments
  • CDs
  • Managed Accounts
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Faith Based Investing

 
  • Screening for such things as tobacco, alcohol, gaming, non-family lifestyles, abortion, & pornography
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* Securities and Investment advisory services offered through Voya Financial Advisors, member SIPC