Jim Whittaker, Principal at GP Financial Strategies, LLC

Jim Whittaker, Principal at GP Financial Strategies, LLC Inspiring growth with a strong foundation. I build custom Financial Strategies. No insurance business may be conducted outside this/these state(s) referenced.

I am 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 Kansas. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company, 120 E 9th

Street, Suite 201a Lawrence, KS 66044 913 269 8356. In this regard, this communication is strictly intended for individuals residing in the states of Kansas, Missouri, Minnesota, & Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither GP Financial Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. GP Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address:
120 E 9th Street
Suite 201a
Lawrence, KS 66044

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4x3A9L4
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/45xxFYY
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Lawrence Bicycle Club “Lizard under the Skillet” ride with my GP VeloTek bike team. Fun group and day!
07/28/2026

Lawrence Bicycle Club “Lizard under the Skillet” ride with my GP VeloTek bike team. Fun group and day!

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?
07/28/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, i...
07/23/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4pxLvDP
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Thank you!
07/07/2026

Thank you!

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

They advance!
07/02/2026

They advance!

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120 E 9th Street
Lawrence, KS
66044

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