securing tomorrow's future today

About Us

experts in retirement and financial planning

Dan White is an Official Ed Slott Master Elite IRA Advisor

As a member of Ed Slott’s Elite IRA Advisor Group℠ Dan White trains with Ed Slott and his team of IRA Experts on a continual basis. All members of Ed Slott’s Elite Advisor Group pass a background check, complete requisite training, attend semi-annual workshops and webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.

Additionally, members have access to Ed’s Team of IRA Experts to answer any tough questions or assist with any planning needs that they may come across.

Retirement planning is complicated. It is a personal and situational endeavor with possible pitfalls in the way of success. It has become extremely important to work with a financial professional who invests in their education to eliminate risk and keep more of your retirement dollars for you and your family.

Dan white
firm founder

“Having no financial plan is like going to the airport, but not knowing where you are going.”

Daniel A. White

our clients matter

"Working with Dan means you’ll always have your own personal finance expert in your corner,” says clients Harvey and Beverly Cohen. “We used to worry about outliving our savings, but not anymore.”

Clients Harvey & Beverly Cohan
the staff

Meet The Team

Andrew Wood
Andrew Wood, RICP®

Retirement Planning Advisor

Dan Simon

Dan Simon, CLU®

Retirement Planning Advisor

Alison Slezak

Alison Slezak

Retirement Planning Advisor
director of operations& marketing


Frank Varone, ChFC®, CLU®, LUTCF®

Retirement Planning Advisor


Tom Corner



Carly Gravenor

Marketing & Sales Coordinator
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Joanne Anderson

Events Manager

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Kelley Cooper

client service Specialist

Rob Cohen Head Shot

Rob Cohen, CPA, CLTC®

ltc Planning Specialist

Joe Cisco

Joseph Cisco

President, Caise Benefits

expert retirement and financial guidance

Expert retirement and financial
guidance to help you find the
perfect financial solution
for you.

covid-19 update

We want to let you know we’re keeping things clean and being cautious.

We have adopted the following procedures for all meetings at our office, including the appointment we have scheduled with you:

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