Whitaker-Myers Group - Trusted Advisors Since 1869 - Let Us Help You Today!
Ever wonder if you're saving enough for retirement? Are you behind in retirement saving and want to know what you should do to fix it? Use this interactive tool, brought to you by Whitaker-Myers, to input some basic data regarding your age, income, and current saving habits and we'll instantly let you know where you're at and if you're behind we'll give you a couple of options on how to get back on the right track.
After you complete the exercise you can opt to provide us with your name, email, or phone number and we'll reach out to you to discuss the results in more detail. As one of Ohio's leading independent firms, we have a wide array of investment options to meet your needs all customized to your goals and risk tolerance.
As a Dave Ramsey Smartvestor Pro, you can rest assured we have our client's best interest in mind. We don't use high commissioned products and annuities but rather stick with time-tested investment products and principles like you would hear directly from Dave himself. Let us help you secure your retirement today!
To start your investment plan, we just need to know a couple things about you: