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Your Goals and Needs Are Unique. Your Financial Plan Should Be Too.

Comprehensive Planning

R. C. Whitmore Advisors, Inc. offers comprehensive financial planning services for an agreed-upon annual fee. We help you clarify your goals and then develop an integrated plan so you may achieve those goals. Clients receive unlimited access to our advisors in regards to questions they may have, updates they need to know, and changes they want to make. Areas we cover may include:

  • Goal development
  • Record keeping
  • Cash flow analysis and management
  • Risk/insurance review
  • Portfolio analysis
  • Investment strategy, including asset allocation and investment selection
  • Tax planning
  • Employee benefits review, analysis, and selection
  • College fund planning
  • Retirement planning
  • Estate planning and distribution

Annual retainer fees range from $3,000 to $20,000 depending upon your income, net worth, the complexity of your situation, the value we provide, and the amount of responsibility we assume.

Financial Fitness Review

Clients can opt for a two-hour review of specific areas in your financial situation, and R.C. Whitmore Advisors, Inc. will provide you with tailored recommendations to achieve financial stability and growth.

Financial Planning Project

Depending on a client’s situation, you may not require a complete, comprehensive financial plan, in which case R.C. Whitmore Advisors, Inc. can advise you on a specific project. Together, we will define the parameters of the project, the length of time needed to address it, and the fee for doing so.

At R.C. Whitmore Advisors, Inc. we are dedicated to working with you every step of the way along your financial planning journey. We asses your current situation, future goals and desires, and use your unique situation to develop a goal-oriented comprehensive financial plan that best suits your needs.

To be effective, financial planning needs to be coordinated. Each piece of your financial plan needs to accomplish its own specific tasks as well as support the tasks of each other. We call this integrated financial planning, and we are experts in this area.


(Courtesey of the Alliance for Comprehensive Planners)
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