Whitney Thompkins makes the difference!
At Your Family, Your Legacy, Whitney Thompkins is your family’s financial planner. After gaining invaluable experience working alongside a successful producer, catering to a high net-worth, mature clientele, Whitney found her calling in sharing her wealth of knowledge with young families. In the midst of building her own family, she witnessed firsthand the critical importance of making informed decisions from the very beginning. Whitney brings a fresh perspective to a tried-and-true strategy, centering her approach on the youngest members of your family and expanding products from there. This ensures not only the optimization of planning but also the establishment of a robust foundation that will endure for generations. As an independent life insurance advisor, she's committed to her clients, ensuring that her recommendations are tailored solely to their needs and goals, free from the influence of any specific company.
When she's not assisting families, she's strengthening her bonds with her own loved ones. Whitney married her best friend, Rich, five years ago and, three years later, welcomed their daughter Riley and their fur-boy, Hunter. Her deep appreciation for all things related to food, from indulging in the Food Network to whipping up new dishes or savoring a night out, adds a flavorful touch to her life.
Whitney's true passion lies in education; she views it as her calling, a divine mission to empower and assist as many families as she can on their path to financial security. With unwavering commitment and dedication, she strives to do "God's work"!
What Makes Her Standout
Personalized Service: Whitney has a remarkable talent for personalizing her services to meet the distinct needs of every client. She understands that no two families are alike, and, as such, she takes a highly customized approach to financial planning. Whitney delves deep into understanding her clients' individual situations, goals, and aspirations. She believes that a 'one-size-fits-all' solution simply doesn't cut it when it comes to securing a family's financial future.
Transparency: When working with Whitney, you'll find that she leaves no room for hidden agendas or fine print. She takes the time to explain complex financial concepts in a clear and understandable manner, ensuring that her clients are fully informed at every step. She is forthright about the benefits and potential risks of each financial decision, ensuring that her clients have a comprehensive understanding of their options. Always acting in their best interests.