Our Firm

At Ritrovare Financial & Insurance Solutions, we believe that a strategy is a powerful tool. Reaching your long-term financial objectives hinges on having the right strategy -- one that fits your unique circumstances and grows with you.

Preparing for your financial future can be a daunting task. That's where Ritrovare Financial & Insurance Solutions comes in. I'm a trained, licensed professional, and I can draw on years of financial strategies experience when creating a long-term strategy. Whether your concern is paying too much in taxes¹ or not having enough money to last throughout your retirement, I can help you.

Ritrovare Financial & Insurance Solutions is a firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading insurance providers whose products I leverage to create customized client portfolios. I recommend only those products and services that can be tailored to suit our clients' unique needs.

Please call today if you think your strategy is out-of-date. Most people need to update their financial strategy each year to help ensure that it is in step with their life. If it's been a while, act today.

In my experience, many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

Kaysi’s goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, preparing for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process I follow in completing a total financial strategy consists of:

  • Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;

  • Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and

  • Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your strategy on track.

Disclosure

Kaysi Whelan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M82674), OR, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kaysi Whelan is licensed and authorized to offer insurance in California, but RITROVARE FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Kaysi Whelan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4900 Sw Griffith Dr Ste 121, Beaverton, OR, 97005, 503-987-3363. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

RITROVARE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither RITROVARE FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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