Financial Advisor South Haven MI & Frankfort IL

 

Kevin S. Whiteford

WHITEFORD TAX &
FINANCIAL SERVICES, LTD.

404 Broadway Street
South Haven, MI  49090

(269) 637-4400

3108 Ridge Road
Lansing, IL 60438

(708) 476-8587

 

why trust a
WHITEFORD FINANCIAL ADVISOR?

Let's face it - choosing a financial advisor can be unnerving. There are so many questions to be answered:

  • How do I know whom to trust?
  • Are they qualified?
  • Do they understand my situation?
  • How well will this financial advisor take care of my investments?

Whiteford Tax and Financial Services understands how difficult it can be. To make the decision a little easier, we invite you to visit our About Us page to meet our team members.  We feel that our entire staff will provide you service like no other. 

Know that once you make that first call to us, you'll find us:

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

- SMALL BUSINESS ORIENTED - We understand the small business owner better than most
    and have some exciting things to offer in small business financial and benefit planning.

- TAX MINDED - We are an investment firm that understands tax consequences and
    tax issues surrounding  your financial investments.
 


 

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
  • Mutual Funds & Annuities
  • Life Insurance
  • Estate Conservation Plans
  • College Funding Plans
  • Charitable Gifting Plans


 

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