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Providing a Powerful New Approach to Employee Benefits

Whitaker Financial Services combines the commitment of experienced benefit advisors with the sophisticated technology that our clients need to compete in today’s competitive employee marketplace. We will partner with you, providing the knowledge and tools, while delivering a fresh “user friendly” approach that will provide you with peace of mind – knowing that you’re offering your employees an excellent benefits package with seamless administration.

Under the direction of our benefit consultants, clients will have a designated team of account managers and client service administrators to assist and oversee solutions from plan creation and implementation to ongoing service and employee communication.

Our teams strive to become an extension of your HR department, to maximize the engagement of the employees and their dependents, and to free you and your staff up to address other important initiatives within your organization.

We offer a number of resource solutions to ensure we provide you with the information to best achieve your Group Benefits objectives: 

  • A branded and customized employee portal
  • New employee onboarding tools
  • Encrypted database and HIPAA security
  • Plan comparison tools
  • Paperless enrollment
  • 24/7 document library to host required notices
  • Consolidated billing and payroll deduction reports
  • HRIS/Payroll integration
  • ACA compliance tracking & IRS reporting (1094-C and 1095-C)
  • Monthly newsletter & Human Resource Library
  • Cobra administration
  • 5500 form preparation
  • Access to our HR consultants
  • Access to our Employment Attorneys
  • Access to our ERISA Attorneys

This is a summary of some of the benefits that are available to you when you choose WFS. For more information, please call us at 408-286-3000 or email any questions you might have and we'll promptly respond to your inquiry.


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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.