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How Can Our Human Resource Consultants Assist You?

  • HR Audit/Regulatory Compliance 
  • Employment/Screening.
  • HR Triage Support and Training
  • Human Resources Business and Policy
  • Employee Relations
  • HRIS Implementations
  • Compensation Analysis and Planning
  • Attendance at Management/Employee Meetings (billed hourly)
  • Arrangement of background/drug checks and completion of references
  • Ad-hoc reporting requests, memos and communications
  • Creation/implementation of employment application
  • Employee Satisfaction Surveys
  • Forms and agreements:  Contractor agreements, recruiting firm agreements
  • Retention and Succession planning
  • Research in industry practices in benefits, compensation, job classifications
  • Interface and support for Immigration issues
  • Workers Comp/ FMLA issues


We also provide an Online HR Support Tool

Our online HR library also features dynamic interactive HR tools such as a job description builder and a salary benchmarking tool. You’ll also find easy, step-by-step guidance on how to comply with major laws including Health Care reform, COBRA and FMLA as well as key HR functions such as hiring and terminating employees. Whether you have five employees or 500 -- our comprehensive, easy-to-use site makes it easy to stay compliant.

Online HR Library Features:

  • Interactive compliance guides that provide step-by-step direction on how to properly conduct performance reviews, interview, hire and terminate employees
  • A Benefits Compliance Calendar
  • Step-by-step interactive guide for implementing COBRA and FMLA
  • Fast, efficient online HR tools for developing job descriptions and salary benchmarking
  • Over 700 downloadable forms, posters and model notices
  • Federal and state employment law information
  • Monthly HR and benefits newsletter



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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.