Trust Support

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Thoughtful planning & strategy is essential for our clients’ financial security and peace of mind.  We serve as a liaison between clients and other interests to create budgets, ensure bills are paid on time, secure benefits and manage the day to day finances.  

Whitmire & Associates can provide:

  • Benefits analysis
  • Personal financial officer
  • Bookkeeping services
  • Trust liaison
  • Special Needs Trust Advisory Committee (TAC) participation
  • Money-management skills training
  • Representative Payee services