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?

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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

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

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

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

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

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