Whitaker Financial Consulting is a Hawaii-based independent financial advisory practice offering guidance to individuals, families, and businesses. Its services span financial planning, risk management, investments, retirement planning, and education funding, with an emphasis on helping clients consider their financial objectives and available solutions. The firm provides life insurance options, including term, whole, universal, variable, indexed, and survivorship coverage, as well as individual and group disability and long-term care insurance.

Investment offerings include brokerage accounts with access to individual stocks and bonds, mutual funds, bond and equity funds, real estate investment trusts, and fixed and variable annuities. For employers and business owners, Whitaker Financial Consulting assists with sponsored retirement plans, 401(k) and 403(b) plans, executive bonus arrangements, key person coverage, deferred compensation, buy-sell funding, and group benefits. Retirement and education planning options include IRAs, pensions, profit-sharing plans, 529 plans, and custodial accounts.

The firm also provides financial articles and calculators and invites prospective clients to schedule a complimentary initial consultation