James Whittaker - Lawrence, KS

As part of my ongoing effort to add value for my clients, I am certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®.

Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.

The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.

While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.

For tax, legal or accounting advice, please consult with your tax, legal or accounting professional as I do not provide any such advice.

James Whittaker,

MS, RICP, MSFS, ChFC^®

Financial Professional

(913) 269-8356

jwhittaker@ft.newyorklife.com

120 E 9th Ste 201A

Lawrence, KS 66044

AR Insurance License: #16961152

Calculators

View All

Articles

Having control over your day-to-day finances

Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.

Easy steps for starting a “surprise” fund

Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

Budgeting for a non-budgeter

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.

Should you combine your finances after getting married?

Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.

5 Things to do after divorce to help build financial freedom

Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.

More insights and resources