Stock Information
Financial Services
BUSINESS PLANNING
- Qualified Plan Funding for:
- Sep & Simple IRA
- 401k & Pension Plans
- Mutual Funds & Annuities
- Executive Benefit Plans
- Key Person Protection Plans
- 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!

Our financial professionals are 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