Wheat-Givens Financial

A Personalized Approach

We give every client our undivided attention.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

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Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

We offer Financial Planning and Investment Management services to help our clients reach their goals.

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Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Your Team

Our team approach offers a range of services to provide more benefits to our clients.

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Our Resources

Our resource center offers a spectrum of timely and informative articles that were written with you in mind.

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I believe that through knowledge and discipline, financial peace is possible for all of us."

Dave Ramsey

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Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.