Welcome, we're Whittier, a financial organization in St. Paul, Minnesota. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. Learn about the importance of having an estate strategy in this helpful and informative video.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. Learn about the importance of having an estate strategy in this helpful and informative video.
Services
An informal but comprehensive dialog between you and members of our team that helps us understand where you want to be and when you want to be there. We'll focus the discussion on your financial goals, how these goals match to your favored lifestyle. And we'll speak to the timeframes and resources necessary to attain your objectives.
We encourage involvement and proactivity among our investor clients by offering the tools and technologies that inform, educate and hopefully inspire your participation. We work closely and efficiently with company fiduciaries in identifying investment opportunities that will form the basis of effective retirement savings plans.
Every employee is an individual, with unique needs, lifestyle priorities and social and emotional requirements. It is this individuality that guides the design of our benefits programs and that contributes to the appeal of total offering. Our standards are high but fair and we would expect to be held to the same high standards.
Our initial efforts will focus on determining how current lifestyle choices and financial commitments would be impacted by unwelcomed life events. An equal amount of time and analysis will be applied to future needs, the costs associated with these wishes, and how to ensure they are financially attainable.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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