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. Dale R. Whiting & Associates strives to make the process simple, understandable, and done in a way that provides maximum after-tax benefit.

Ministry Mission Statement

To counsel churches in respect to their financial, biblical and ethical obligation to care for their pastor, his family and other paid employees of the congregation. Prov. 3:27.  We counsel individuals to demonstrate their love and responsibility for their family while alive and after death if God takes that person home first.  I Tim 5:8. We also introduce to individuals methods on how to leave a legacy in a way that would be a part of the greeting that all of us would love to hear some day. "Well done thou good and faithful servant". Prov. 12:15

               


 

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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