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SERVICES

ASSET PROTECTION

Unnecessary risk during retirement can be fatal. Understanding risk and how to avoid it while still being able to grow your retirement dollars is one of the areas we focus on. We can help you protect and grow your assets during retirement so there's one less worry.

Let us get started relieving some of your retirement worry today.

EXTENDED CARE SOLUTIONS

Don't let long term care destroy your retirement. Costs have been going up each year at alarming rates. Without proper planning, having just one spouse in extended care can bankrupt a retirement. That is where we can help.

There are now ways to leverage your dollar in case you need it for extended care, while keeping it 100% accessible for you if you don't. Talk to us about how this type of hybrid planning can save retirement.

FAMILY LEGACY PLANNING

You spend your career building what you have, then you want to pass it on after you're finished with it. "Passing it on" can be trickier than it seems. Navigating tax laws and finding the most efficient ways to pass assets to next generations can create a web of problems. We will untangle the web and help coordinate your legal plans with your financial plans so the transition is smooth.

Give us a call for a free consultation.

RETIREMENT INCOME

"Will my money last as long as I do?" That is one of the biggest questions retirees need answered. You may well spend 30 or more years in retirement with no earned income. Retirement should be more than paying the bills, it should be fun! That type of retirement requires a plan.

We create customized retirement plans for each of our clients. We help you look at what you have, what you want to protect, and where you want to go during retirement... then we help you achieve it.

SMALL BUSINESS RETIREMENT PLANS

Choosing a qualified retirement plan for your small business (1-25 employees) can be mind boggling. we can clean away the fog and help you choose a plan that truly works for you.

DEBT REDUCTION

Excessive debt can be one of the biggest obstacles to an enjoyable retirement. Let us help you eliminate that obstacle so you can smile through retirement.

Our Mission

OUR MISSION

WHITE FINANCIAL GROUP WAS FOUNDED IN 1993 WITH A GOAL OF HELPING OUR COMMUNITIES RESIDENTS BETTER UNDERSTAND AND PREPARE FOR THEIR FINANCIAL FUTURE. OUR GOAL IS TO UNIQUELY SERVE INDIVIDUALS, FAMILIES AND BUSINESSES IN PLANNING FOR AND LIVING A SUCCESSFUL RETIREMENT.

WE PROVIDE SPECIALIZED FINANCIAL SOLUTIONS FOR EACH INDIVIDUAL CLIENT. PLEASE CONTACT US ANYTIME YOU HAVE QUESTIONS. WE CAN MEET IN PERSON, VIRTUAL OR BY PHONE.

OUR MISSION IS TO SERVE YOU. WE TAKE PRIDE IN OUR WORK AND THE RELATIONSHIPS WE BUILD.