Whiteford Wealth Management, Inc.
Whiteford Wealth Management, Inc.
404 Broadway Street
South Haven, MI 49090

Phone: (269) 637-4400
Email: kevin@whitefordwealth.com

BUSINESS PLANNING:
Qualified Plan Funding for:
-Sep & Simple IRA
-401k & Pension Plans
-Mutual Funds & Annuities
-Executive Benefit Plans
-Key Person Protection Plans
-Deferred Compensation for Executive
-Retirement Plans
-Group Life Insurance

PERSONAL PLANNING:
-Investment/Financial Planning
-IRA & IRA Rollovers & ROTH IRA’S
-Mutual Funds & Annuities
-Life Insurance
-Estate Conservation Plans
-College Funding Plans
-Charitable Gifting Plans

Business Hours:
Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM
Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed

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