
Understanding Today's Financial Environment
Welcome, we’re Whittier, a financial organization in St. Paul, Minnesota. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all of life's milestones.

invest

401(k)

workplace benefits

insure

A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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