Call Us Call Us For A FREE Consultation
(408) 286-3000

About Us

The staff at Whitaker Financial Services has been providing professional financial and insurance services for over 30 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.

© Copyright. All rights reserved.
Powered by Insurance Website Builder

Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Whitaker Financial Services are not affiliated. Additional products and services may be available through Patrick Whitaker or Whitaker Financial Services that are not offered through AIC. Securities products are limited to residents of California.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Whitaker Financial Services will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.