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Debra W

Series 65

Creede, CO

Whitmore Financial Planning

Debra Whitmore is the sole advisor at Whitmore Financial Planning in Creede, CO, holding a Series 65 designation with 20 years of experience in financial planning. She has operated Whitmore Financial Planning since 2005 and also owns a separate bookkeeping and consulting business serving local clients since 1991. Whitmore Financial Planning provides fee-only, hourly, and as-needed financial planning services to individuals and small businesses, focusing on comprehensive and targeted advice without managing client assets or holding custody. The firm emphasizes fundamental, long-term asset allocation using diversified holdings and low-cost broker-dealers, operating as a single-advisor practice without discretionary trading authority or percentage-of-AUM fees.

General retirement planning Cash flow / budgeting
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