retirement planning services since 1987

Services

Financial Planning
Retirement financial planning is as grueling as it is important. It can be difficult to calculate how much money you need to save, and to develop a plan for managing your entire savings. We bring a more personalized approach than others when it comes to financial planning. Our team of experts at Daniel A. White & Associates, LLC does not rely on calculators and numbers alone, instead we actually listen as you explain your hopes, dreams, and fears. The better we know you, the better advice we can give. We will then design a personalized plan that shows you how we can help you reach your financial goals. Our advisors are highly educated and are constantly expanding their knowledge by continuing education in the industry. When it comes to retirement, there is a lot at stake. Why take any chance or leave room for error? Our firm will work with you to create the retirement of your dreams.
Time is truly of the essence when trying to accumulate wealth. It’s never too early to start investing. Compound interest increases the longer you invest, thus the rate and amount in which you allocate should depend on your individual situation. We would love to sit down and discuss all possible options that are available to you. It’s important to remember that during stock market volatility you still have many different allocations available to you, rather than the traditional conservative or risky approach.
securing tomorrow's future today
The key to realizing your dreams for tomorrow is by starting to think about them today. Your financial security is our most important goal.
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:

Send us a message and receive a complimentary follow-up call from one of our team members!
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