Wheat-Givens Financial

A Personalized Approach

We give every client our undivided attention.

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

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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

Go to Our Firm

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

Go to Our Services

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

Go to Our Approach

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

Meet Your Team

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

Go to Our Resource Center

Dave Ramsey

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