Jerry Whitmire, author of “The Retirement Endgame,” has been in the safe money and income industry since 2005. He’s been in the business of creating and executing prudent, strategic game plans for much longer than that.
A two-sport standout and two-time All-American who graduated from Arizona State University with a bachelor’s degree in business management and a minor in communication, Jerry takes pride in making complex financial issues simple and easy to understand. His coaching focuses on education and safe money solutions, and he has experience in everything from retirement planning, insurance and tax-efficient strategies to income planning, market arbitration and estate preservation.
“What a person may have done in the past may not work for the future,” Jerry says. “We help alleviate the stress clients have and will do what is the right fit, not what is popular or trending.”
A native of Arizona, Jerry is no stranger to hard work and sacrifice, and his competitiveness has carried over from the field to his financial practice, where he works diligently to help eliminate risk from each client’s financial future while never losing sight of the ultimate goal: The Retirement Endgame. His commitment is steadfast whether a client has a dollar or a million dollars.
“We want to change the savings habits of America one individual at a time,” Jerry says.