securing tomorrow's future today
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.
“Having no financial plan is like going to the airport, but not knowing where you are going.”