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Randy Whitman, CHFC®, CFP®

Define your goals. Design your plan. Achieve financial confidence.

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Insight Alliance Randy Whitman, CHFC®, CFP®
Brentwood, TN

Serving Clients Nationwide

Define your goals. Design your plan. Achieve financial confidence.

(615)902-3646

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Randy Whitman is the COO and co-founder of Insight Alliance.

Randy is a native of Nashville graduating from Hume-Fogg High School and graduate of Harding University.

Randy uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person’s life. His clients leave the financial process confident that they have a representative in their financial decisions, clear about where their assets are taking them and capable to achieve their dreams and intentions.

Randy’s greatest skill is fully understanding what each client desires and aligning those values to their financial life. He helps his clients on a variety of financial matters including business and estate planning, tax strategies, and investment planning. Randy develops strategies to help lead individuals and families into financial confidence as efficiently and effectively as possible.

Randy lives in Nashville with his wife Beth and their two angels Abby and Ainsley. Randy is active in his church community. In his leisure, he enjoys visiting Walt Disney World as often as possible.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA #0G76338, AR #8816141

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Retirement Income Certified Professional (RICP)

Primary Location

109 Westpark Drive Suite 150 Brentwood, TN 37027

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to let us know how we can contact you, so we can schedule a complimentary call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Insight Alliance is a comprehensive financial services firm located in Brentwood, Tennessee. We are committed to understanding and appreciating clients’ true values and are dedicated to assisting them in achieving their objectives.

Insight Alliance specializes in providing financial strategies to families and business owners. The experienced professionals of Insight Alliance offer strategies in the areas of:

✔️ Retirement Planning
✔️ Business Planning
✔️ Asset Protection
✔️ Tax Strategies
✔️ Investment Management
✔️ Estate Planning
✔️ Risk Management

Products include:

✔️ Retirement Accounts (IRA, Roth IRA, 401k, Annuties, Defined Benefit Plans)
✔️ Education Accounts
✔️ Insurance (Disability, Health, Long-Term Care*, Life)
✔️ Investments (Brokerage, Stocks, Bonds, Mutual Funds)

For more information about our firm please visit www.InsightAlliance.com or call 615-376-8350

**Guardian nor any of its subsidiaries offer Long Term Care. California License #0G47192 & Arkansas License #7980093

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 ROSWELL ROAD, ATLANTA, GA 30342, ph# 404-260-1600. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. INSIGHT ALLIANCE is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

https://www.guardianlife.com/disclosures

Education

Harding University, Bachelor of Arts (B.A.)

Badges

Hobbies and Interests

  • Church
  • Family

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.