Austin Whittington
Hit your financial goals in less time | Planning for peace of mindAdvisor at McAdam- CERTIFIED FINANCIAL PLANNER®
- Role
- Vice President at Mcadam Financial
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Austin Whittington
Are you worried about having enough for retirement? Or someone who feels you’ve accumulated enough for retirement, but is now worried about how to keep what’s yours safe from the market and taxes? Or simply, just someone who isn’t quite sure where to start with retirement planning?If you’ve answered “yes” to any of those questions, you’re in the right place!My team and I here at McAdam specialize in, and can help you with:1.) Building a comprehensive retirement plan outlining exactly how you can achieve your goals2.) Identify how you’re going to replicate your income in retirement3.) Develop tax-planning strategies that can help you keep more of your wealth4.) Ensure the longevity of your nest egg in retirement through appropriate risk management5.) Minimize the impact of taxes on the transfer of your wealth to heirs6.) Maximize your employer benefits, including but not limited to: 401k plans, RSU/Option grants, Deferred Compensation, Pensions, ESPP, ESOP, and InsurancesAll of this is done through our unique client experience here at McAdam, which consists of:1.) Safe Money Strategies for these times2.) Process-Driven Portfolio Management based on your specific risk tolerance and goals3.) And a wholistic, independent advisor to implement the comprehensive financial planning process in alignment with the CFP Board’s standardsIf even just one area mentioned above caught your eye that you feel your current situation is lacking… Shoot me a message! I would love to connect and find time to sit down with you for an initial consultation to see how my team and I may be able to help.Austin WhittingtonFinancial Advisor141 W Jackson Blvd Suite 1950Chicago, IL 60604(Office) 31••••••57(Cell)
Experience
Vice President
Jan 2024 — Present · Chicago, IL, US
Education
Indiana University - Kelley School of Business
Bachelor's degree, Finance
Skills
- Communication
- Leadership Development
- Training
- Managerial Finance
- Social Media
- Sports
- Microsoft Office
- Sales
- Leadership
- Powerpoint
- Microsoft Excel
- Public Speaking
- Teamwork
- Management
- Team Building
- Finance
- Time Management
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