David Whitaker

David Whitaker David Whitaker is a Northwestern Mutual financial representative who helps individuals, families, and young professionals achieve financial security.

Helping You Create a Financial Plan That Grows With You:
Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dr

eams and develop a plan that addresses these needs and gets you started on the path to financial security. The Northwestern Mutual Difference:
Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Do you know what would happen to your children if you died without a will? You should read this:
06/30/2017

Do you know what would happen to your children if you died without a will? You should read this:

You may have insurance and a college savings plan but what would happen to your kids if you were to unexpectedly pass? Start by answering these five questions.

06/30/2017

When it comes to hiring, you may want to consider looking outside the box. Here’s what unique talent could bring to your...
06/29/2017

When it comes to hiring, you may want to consider looking outside the box. Here’s what unique talent could bring to your team:

Thinking about hiring talent with skills that complement your core team? Consider these pitfalls and possibilities before bringing on nontraditional talent.

Our Chief Investment Strategist has some points you should consider before shifting the balance of your portfolio.
06/28/2017

Our Chief Investment Strategist has some points you should consider before shifting the balance of your portfolio.

If you’re thinking about shifting the balance of your portfolio, consider these factors first.

How do you communicate the importance of college savings to your high school student?
06/28/2017

How do you communicate the importance of college savings to your high school student?

There are 3 main ways to access the cash value of your life insurance policy. Here’s the breakdown:
06/27/2017

There are 3 main ways to access the cash value of your life insurance policy. Here’s the breakdown:

If you have permanent life insurance, you might not realize that there are three ways to access the cash value of your policy while you are living. Learn about...

Here’s why it’s a good idea for you to start talking with your parents about their finances:
06/26/2017

Here’s why it’s a good idea for you to start talking with your parents about their finances:

What can be gained when adult kids start a conversation with their parents about personal finances? A lot, if they broach the conversation carefully. Find out...

Don’t let the cost of kids’ sports devour your budget. Check out these tips for keeping sports costs in check.
06/22/2017

Don’t let the cost of kids’ sports devour your budget. Check out these tips for keeping sports costs in check.

When it comes to the cost of youth sports, you need to balance the actual costs with the true value. Learn more about how to value youth activities.

Make sure you know these 10 terms before you start planning your retirement.
06/21/2017

Make sure you know these 10 terms before you start planning your retirement.

As you zero in on retirement, don’t let industry jargon stand in the way of making the best decisions for you and your family.

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Charlotte, NC
28211

Telephone

(704)3652014

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