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Whittaker & Associates, Inc.

Individual Services

Contact Us (208) 373-7890

Financial Planning for Individuals in Boise ID

Each individual has different goals when it comes to planning their finances. At Whittaker & Associates, Inc., we will listen to your aspirations and assist you to develop a financial plan that will increase your wealth. We will take into account your attitude to risk and ensure that you are fully informed of the potential outcomes of all your investment decisions.

Whether you intend to start a family, send your child off to college, retire with a comfortable nest egg or build a legacy for your heirs, we can help you to devise a savings and investment strategy that matches your personal situation.

Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.