We offer fee only Financial Planning Services to individual and business clients. Financial Planning Services may include the creation of a Plan for clients at various stages of life. Our Financial Planning Service clients request help with retirement and education planning as well as other points in life where the need for sound financial guidance is required. See a more detailed list of Financial Planning Services by clicking the services tab located within the left column. Whittaker & Associates LLC offers these services along with the tax preparation services of R. Jeffrey Whittaker CPA. These income tax and related services can be viewed at www.flowermoundcpa.com . Members of Whittaker & Associates are happy to visit with you at your home or office or you may visit us at 700 Parker Square, Suite 100A in Flower Mound Texas. Whittaker & Associates members will visit clients in Flower Mound, Argyle, Lewisville, Lantana, Grapevine and throughout Denton and Dallas Counties of North Texas. Free One Hour Initial Consultation* * Please refer to contact page for details. |
