About Us
The staff at Whitaker Financial Services has been providing professional financial and insurance services for over 25 years. At WFS, it’s our business to help you plan ahead. The most important point we make with clients is this: strategy is everything. We offer business owners an alternative to the impersonal treatment they receive from the large brokerage agencies. The benefits programs you invest in affect multiple facets of your business, from company morale, to employee retention, to administrative efficiency, to your bottom line. Turning your benefits program from a drain on your company’s bottom line into an asset that contributes to your company’s profitability requires the following:
- Strategic planning
- Proactive service
- Effective communication
- Web-based technology
Whitaker Financial Services utilizes each of these components to design a benefits strategy that fits your employees’ needs, that is effectively communicated and administered, and that is viewed as a valuable part of your employees’ compensation.
When you put Whitaker Financial Services to work for you, our entire staff becomes a part of your team. We focus on working with employers on the full spectrum of benefits services, including:
- Day-to-day benefits administration
- Alternative funding options
- Flexible spending accounts
- COBRA administration
- Identifying industry trends
- Employee communication
- Employee meetings
When you team up with Whitaker Financial Services, you have a proactive resource with the knowledge and experience necessary to keep you and your human resource people in the pilot’s seat - responding more and reacting less to the changes and complexities of benefits administration.
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