White & Associates offers financial management strategies and advice in the following key areas:
Investments:
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Roth/Traditional IRAs
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Roth/Traditional 401(k)
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Individual and Joint Accounts
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College Education Plans
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Business Retirement Plans
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Investment Management in Retirement
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Maximizing Retirement Benefits
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Legacy Wealth Transfer
Retirement & Financial Planning:
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Work together to develop your financial plan for major purchases, education, retirement, etc.
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Help determine retirement resources needed
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Monitor retirement goals and investment assets over time
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Prepare for life transitions- birth of a child, career changes, retirement, and long term care needs
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Legacy goals - business succession/estate and charitable gift planning
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