Whittaker Financial was founded on a simple principle — protect families first.

As an independent advisor, I work directly with clients to design life insurance and retirement strategies tailored to their goals. No one-size-fits-all policies. No pressure. Just clear guidance and long-term planning.

Whether you’re securing final expense coverage, building tax-advantaged income through indexed universal life, or protecting your family with term insurance, every plan is built around what matters most to you.