Individuals

Our independent advisors can help you create a new financial plan, or modify or maintain a current plan. Whether your goal is retirement, paying for a child’s college education, or continued financial security for you and your family, we can help. Our advisors are trained to provide tax-efficient strategies to help you and your family keep more of the money you have earned.

We believe that planning is a key part of achieving any financial goal. We understand that no two investors are alike and we strive to achieve peace of mind for our clients with planning that is specific to each need.

We combine twenty plus years of tax experience with our investment knowledge to help you minimize tax losses and keep more of your investment dollars. We can help you choose the proper vehicle for your retirement plan. Is a Roth IRA right for you? How much should you put into your company’s 401(k) plan? When can you retire? As you face these and other questions, we will be with you to help you along the way.

Whitcomb & Hess Investment Advisors use independent research to select investments based on each individual’s needs. Our independence allows us to select investments from a large array of mutual funds and build better portfolios for our clients. Unlike some advisors, we are not tied to a single fund family or a small potential group of funds. We seek out the best possible funds to help our clients reach their goals.

We understand that each investor is unique. You have your own priorities, concerns, risk tolerance, lifestyle and time line. We consider these factors in developing your personal investment strategy. In short, we personally know our clients, and our solutions are as unique as each client.

Call or email , or today and schedule a free consultation so that we can assess and help you meet your financial needs. (419)289-7007.