

For more than 30 years, Whitehead Retirement & Wealth Planning has been helping individuals, families, and business owners grow, protect, and distribute their money with confidence. Many people in Shawnee, KS are looking for trusted financial planning guidance to help them prepare for retirement, preserve assets, and create a secure future for their loved ones. Our philosophy is simple: no one should lose money unnecessarily. That commitment has driven our approach to wealth protection, retirement planning, and financial security planning, helping clients make informed decisions that support both their current needs and long-term goals.

We provide personalized financial solutions that include Wealth Transfer, Retirement Planning with Fixed Indexed Annuities, Business Consulting, and Life Insurance. Whether you are interested in retirement income planning, fixed indexed annuities, life insurance protection, business advisory services, or estate planning services, our strategies are designed to help you build confidence in your financial future. Residents and business owners throughout the local area rely on experienced guidance to help protect retirement savings, create guaranteed income strategies, preserve wealth, and prepare for important financial milestones.


Choosing Whitehead Retirement & Wealth Planning means partnering with someone who genuinely cares about helping clients achieve financial peace of mind. Clients throughout Shawnee, KS trust us for personalized attention, practical advice, and long-term financial planning solutions tailored to their goals. From wealth transfer planning and asset protection strategies to retirement income solutions and financial security planning, we focus on creating customized recommendations that fit your unique situation. To learn more about your options and discuss your goals, contact us today at (951) 970-4114.
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SERVICE AREAS
OPERATING HOURS
Sun: Only by Appointment
Mon: 9:00am - 5:00pm
Tue: 9:00am - 5:00pm
Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm
Fri: 9:00am - 5:00pm
Sat: Only by Appointment