Dick Whitaker

Financial Services Executive

Domicile State: NC

"I can help you implement your long-term financial objectives, which I call the financial vision solution.  With this approach I have access to a variety of financial tools designed to help show how to maximize the efficiency of your assets and help protect them from the forces that may reduce or eliminate wealth.   The strategy is designed to be both solid in offense and in defense.  I aim for the most appropriate strategy for each individual client."

Phone 336-842-3022 Ext 114
Fax 336-829-5304