Why Us

Tax Minded

We are a financial services firm that understands tax consequences and tax issues surrounding your financial plan

Small Business Oriented

We understand the small business owner better than most and have some exciting things to offer

Responsive

We vow to tend to your matters in a timely manner without sacrificing quality

Stock Information

Financial Advisor Services Available

BUSINESS PLANNING
  • Qualified Plan Funding for:
    • Sep & Simple IRA
    • 401k & Pension Plans
  • Mutual Funds & Annuities
  • Executive Benefit Plans
  • Key Person Protection Plans
  • Buy-Sell Funding of Partnerships & LLC Agreements
  • Deferred Compensation for Executive
  • Retirement Plans
  • Group Life Insurance
PERSONAL PLANNING
  • Investment/Financial Planning
  • IRA & IRA Rollovers & ROTH IRA’S
  • Mutual Funds & Annuities
  • Life Insurance
  • Estate Conservation Plans
  • College Funding Plans
  • Charitable Gifting Plans

We’re Ready to Help You!

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We encourage you to contact Whiteford Wealth Management, Inc. with any questions you may have.
Our financial advisor is eager to help you implement a sound and cohesive plan toward meeting your financial goals.
Call the South Haven, MI office or email Kevin S. Whiteford directly to get started on obtaining financial security today.
kevin@whitefordwealth.com