Alissa Whittle, Financial Advisor

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Alissa Whittle, Financial Advisor Alissa Whittle is an Independent Financial Advisor with LPL Securities and advisory services offered through LPL Financial, a registered investment advisor.

Member FINRA/SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/14/2026

Life changes. Your financial plan should keep up.

Have you experienced a major life change recently?

• Retiring or changing jobs
• Receiving an inheritance
• Selling a business or property
• Getting married or becoming an empty nester
• Moving from saving for retirement to living off your savings

Any of these milestones may create new financial questions or opportunities.

You don't have to wait until something goes wrong to review your plan.

I'm Alissa Whittle, a financial advisor serving clients in the Florida Keys, Colorado, and nationwide through TeleWealth.

If you'd like a fresh perspective on your financial picture, message me to discuss a complimentary introductory meeting. No pressure—just a chance to talk about your goals and questions.

10/13/2026

Retirement planning involves more than saving money. Here are five areas that deserve attention:

1️⃣ Underestimating healthcare and long-term care costs.
2️⃣ Claiming Social Security without understanding your options.
3️⃣ Forgetting how taxes may affect retirement withdrawals.
4️⃣ Taking more investment risk—or less—than your situation calls for.
5️⃣ Having no plan for unexpected expenses or market downturns.

The good news? These are all areas you can review and plan around.

Your retirement strategy should reflect your goals, timeline, income needs, and comfort with risk.

Share this with someone preparing for retirement. It might prompt a conversation they need to have.

Want to review your own retirement strategy? Message me to arrange a complimentary introductory conversation.

10/12/2026

Let's talk about financial freedom!

For some people, it's retiring early. For others, it's being debt-free, traveling more, helping their children, or simply not worrying about unexpected expenses.

What would financial freedom look like for you?

A. Retiring comfortably
B. Being debt-free
C. Traveling and enjoying life
D. Having peace of mind about money
E. Something else!

Drop your answer in the comments.

And if someone comes to mind who could use a little encouragement with their finances, share this post with them.

Follow my page for practical financial education and conversations about planning for what matters most.

10/11/2026

TONIGHT'S MONEY QUESTION!

You receive an unexpected $1,000. What would you do with it?

A. Add it to savings.
B. Invest it for the future.
C. Pay down debt.
D. Use it for a trip or something special.
E. Help a family member or support a cause.

There's no single answer that's right for everyone. Your financial situation and priorities make a difference!

Comment with A, B, C, D, or E—and tell us why if you'd like.

10/10/2026

Try this 15-minute financial checkup this weekend!

You don't need an entire afternoon or a complicated spreadsheet to get started.

Set aside 15 minutes and:

Review your checking and savings balances.
Look for subscriptions you no longer use.
Check upcoming bills and large expenses.
Review your progress toward one financial goal.
Identify one small step you can take this month.

Small, consistent habits can help you become more aware of where your money goes and where you want it to go.

Save this checklist and share it with a friend who wants to get more organized financially.

What's one money habit that has helped you? Share it below!

10/09/2026

Are you planning for retirement—or just hoping for it?

Retirement isn't just about reaching a certain age or having a particular amount of money saved. It's about knowing how your resources may support the life you want to live.

Here are three questions worth asking:
Do I know how much income I may need each month?
Do I have a strategy for managing market ups and downs?
Do I understand how Social Security, taxes, and my investments may work together?

You don't need all the answers today. You just need to start asking the right questions.

Save this post as a reminder to review your retirement plan.

If retirement is approaching—or you're already retired—and you'd like another perspective, send me a message to schedule a complimentary introductory conversation.

— Alissa Whittle, Financial Advisor

10/09/2026

How We Define Success

In a world where success is often measured by wealth, income, and material possessions, it’s worth taking a step back and asking ourselves what success truly means.

We often hear stories of people who have accumulated great wealth through questionable or unethical practices. But money alone doesn’t define a successful life.

True success is built on honesty, trust, and integrity. It’s about keeping your word, treating others with respect, doing the right thing even when no one is watching, and building a legacy you can be proud of.

I believe financial success is about more than building wealth. It’s about aligning your financial decisions with your values and creating a future that reflects what matters most to you. In the end, your character will always matter more than your bank account.

What does success mean to you?

10/08/2026

Financial planning is just telling your future self, “You’re welcome.”

09/28/2026

Wealth management services
• Risk tolerance overview
• Risk management
• Income need analysis
• Financial planning
• Retirement planning
• Education planning
• Charitable giving planning
• Estate planning
• Wealth transfer roundtable
• Social Security analysis
• Business succession planning

Client services
• Regular review meetings
• Check-in calls or emails
• Online account access
• Quarterly newsletter
• Ongoing electronic touchpoints
• Performance reports
• Educational events
• Concierge services

Is Your Daily Coffee Keeping You from Retiring?Probably not.Small purchases add up, but eliminating every little pleasur...
09/22/2026

Is Your Daily Coffee Keeping You from Retiring?

Probably not.

Small purchases add up, but eliminating every little pleasure usually isn’t the secret to building wealth. The bigger opportunities are often found in:

• Housing and vehicle expenses
• High-interest debt
• Unused subscriptions
• Insurance and investment fees
• Tax-efficient saving
• Consistently contributing to retirement accounts

Enjoying a cup of coffee and making financial progress aren’t mutually exclusive. Build a plan that accounts for the things you enjoy—and focus your attention on the decisions that can make the greatest difference.

Address

92200 Overseas Highway
Tavernier, FL
33070

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 6pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+13059282928

Website

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