Retirement Counseling
To realize the dream of a comfortable, financially secure retirement, it's never too early to start strategizing. At Whitehaven Millington Limited we can help by providing manageable, effective programs tailored to meet your personal or business needs. No matter whether you're updating a current strategy or simply considering your options, our experienced financial service professionals are committed to working with you and your other advisors -such as attorneys and accountants- to arrive at the strategy that best meets your goals.
Alternative funding methods
And long after we've set your strategy in motion, our relationship with you continues. Because laws, financial positions and goals change, we provide periodic reviews and updates. We make you aware of new opportunities and help you evaluate your choices. Once you've decided, we will make the necessary adjustments... while you go back to dreaming about a relaxing retirement that's comfortable and financially secure.
Investments services
Your financial profile is unique. So unique, in fact, that it demands an investment strategy tailored to your particular circumstances. Personal finances, investment objectives, investment time frame and risk tolerance are all part of the equation. And there are countless investment opportunities to consider.