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expert retirement and financial guidance
Expert retirement and financial guidance
to help you find the perfect financial solution
for you.
Daniel A. White and Associates are experts in retirement financial planning and annuities. We help our clients through the retirement planning process. Daniel A. White & Associates was founded in 1987 and specializes in retirement and financial planning. We are concerned with addressing the distinctive financial needs of those nearing retirement and those who have already retired. Today, Daniel A. White & Associates has five financial professionals with years of experience & expertise. With two offices located in Glen Mills, Pennsylvania and Middletown, Delaware, we service over 900 clients across four states: Pennsylvania, Delaware, Maryland and New Jersey.
educating you about your financial options
At Daniel A. White & Associates, we conduct informational seminars for our community. These events cover a variety of financial topics focused on educating and coaching you to make the right financial decisions for your future. Check out our upcoming events.
As a member of Ed Slott’s Elite IRA Advisor GroupSM, Dan White trains with Ed Slott and his team of IRA Experts on a continuous 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.
live with financial security and peace of mind
our services Areas
Almost everyone could benefit from assistance when it comes to financial and retirement planning. After all, transitions can be one of life’s most stressful and unpredictable periods – especially the transition from working life to retirement. With Daniel A. White & Associates, rest assured you can get all the education, advice, and assistance you will need to maximize what you have.
dan white on the money radio show
101.7 FM | 11:50 am
get dan's new book!
what you don't know about retirement Planning that can hurt you
His book takes readers through the retirement planning process with an easy to follow, well-rounded and relatable 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.
securing tomorrow's future today
About
experts in retirement financial planning
Dan White is an Official Ed Slott Master Elite IRA Advisor
As a member of Ed Slott’s Elite IRA Advisor GroupSM, 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.
experts in retirement financial planning
Meet Our Team of Professionals
Our firm believes in getting to know each client during a complimentary consultation that consists of going through a comprehensive questionnaire. Once we understand our clients’ goals and objectives, we then pride ourselves on educating them on the many options and strategies that are available. Once our clients feel educated on the options available to them, we then help develop the means to meet their financial goals. Planning for retirement has become more complicated, especially in recent years due to the increased responsibilities and decisions that retirees need to make. This is why working with a retirement specialist is so important, because “When you fail to plan, you plan to fail”.
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
“Having no financial plan is like going to the airport, but not knowing where you are going.”
- dan@danwhiteandassociates.com
- (610) 358-8942
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Daniel A. White & Associates, LLC
51 Woodland Drive,
Glen Mills, PA 19342
Founder
Daniel A. White, ChFC®, CLU®, RICP®
Dan White is a Financial Specialist in the tri-state area who focuses his practice on income and transitional planning. As a highly regarded professional in the industry, Dan has been published both nationally and locally. Nationally, you can find him in Fox Business News, Forbes, CNN Money, U.S. News & World Report, Market Watch from Dow Jones, Wall Street Journal, Philadelphia Business Journal, The Delaware County Daily Times, and The Philadelphia Inquirer. Locally, he is known as an expert financial contributor in Kennett Square Neighbor, Garnet Valley Living, West Chester Living, Chadds Ford Neighbors, and East Braford Neighbors Magazines.
In addition, Dan hosts a weekly radio show on WDEL (101.7 FM / 1150 AM) every Sunday morning at 7am called “On the Money”. He can also be heard on the WDEL Rick Jensen show, on Wednesday afternoons, with the “Dan White Retirement Tip of the Day”.
Dan was born and raised in Delaware County, only separating during his college years at State College. Dan and his wife Cindy have been married over 30 years. They have four children; Jessica, Justin, Dylan, and Zachary. Dan is an active member of his church, and a very passionate sports fan! In his spare time you can find him at a Phillies Baseball Game or Penn State University cheering on the Nittany Lions. Dan and his family also enjoy spending their summers at their beach house in Ocean City, New Jersey.
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.”
Meet The Team
Retirement Planning Advisor
Andrew Wood, RICP
- andrew@danwhiteandassociates.com
- andrew.wood@corecapinv.com
- (302) 449-0111
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Daniel A. White & Associates, LLC
291A Carter Drive,
Middletown, DE 19709
retirement planning advisor
Andrew Wood, RICP®
Andrew Wood joined Daniel A. White & Associates, LLC in 2016. He co-operates Dan White’s second office in Middletown, Delaware along with Dan Simon. Andrew and Dan Simon grew up next door to one another in Glen Mills, PA, and since then have remained life-long friends.
Andrew possesses a wealth of knowledge in a wide range of financial products including mutual funds, annuities, life insurance, and ETFs. Over the years, Andrew has assisted and educated other Financial Professionals across the country in creating financial plans that meet the specific and unique needs of their clients. He has in-depth knowledge of Social Security filing strategies, and has presented at a multitude of educational seminars. Andrew is passionate about helping retirees and pre-retirees create financial goals and individualized plans for their retirement.
Andrew holds a Bachelor’s Degree in Business and Economics from Ursinus College. He earned his Retirement Income Certified Professional (RICP®) from The American College in Bryn Mawr, Pennsylvania. Andrew is also an Investment Advisor Representative and offers Investment Advisory Services through CoreCap Advisors, LLC.
Andrew and his wife, Katy, reside in Wilmington, Delaware. He is a Philadelphia Eagles fan, loves the outdoors, and golfing with friends. Andrew and Katy enjoy vacationing in the beautiful lakes of Maine, as well as spending time at the beach in Hilton Head Island, South Carolina where his parents reside. In September of 2019 they welcomed a beautiful baby girl, Mackenzie Grace, into the world.
Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.
Retirement Planning Advisor
Dan Simon
- dsimon@danwhiteandassociates.com
- dan.simon@corecapinv.com
- (302) 449-0111
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Daniel A. White & Associates, LLC
291A Carter Drive,
Middletown, DE 19709
retirement planning advisor
Dan Simon
Dan Simon joined Daniel A. White & Associates, LLC in 2016. He co-operates Dan White’s second office in Middletown, Delaware alongside Andrew Wood. Dan and Andrew have known each other since they were 3 years old and have remained life-long friends.
Dan has a myriad of experience in the fields of Finance and Insurance. He has worked extensively with financial professionals across the country, developing and promoting Retirement Planning concepts. These concepts are based on his belief that risk management is critical to a sound financial plan. Dan understands the importance of taking the time to identify and truly understand a client’s goals and objectives before creating a plan.
Dan earned a Bachelor’s Degree in Finance, Insurance and Business Law from Virginia Tech. He is an Investment Advisor Representative and offers Investment Advisory Services through CoreCap Advisors, LLC a Registered Investment Advisor. Dan is currently pursuing his Charter Life Underwriter (CLU®) Designation from The American College in Bryn Mawr.
Dan currently resides in West Chester, Pennsylvania with his wife Jaime and their three children. They have a son (Carter) and twin daughter’s (Emily and Elsie). He is an avid Philadelphia sports fan and loyal Hokie Alumni. When time permits, Dan enjoys playing golf as well as spending time during the summer with his family in Avalon, NJ.
Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.
Retirement Planning Advisor
director of operations& marketing
Alison Slezak
- alison@danwhiteandassociates.com
- alison.slezak@corecapinv.com
- (610) 358-8942
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Daniel A. White & Associates, LLC
51 Woodland Drive,
Glen Mills, PA 19342
RETIREMENT PLANNING ADVISOR
DIRECTOR OF OPERATIONS & MARKETING
Alison Slezak
Alison takes great pride in her ability to multi-task. She creates comprehensive operations and marketing strategies that successfully navigate the Dan White Team on a daily basis. She has been training and studying retirement planning strategies alongside Dan White for the past seven years. This has given her a solid platform to help assist individuals with creating customized plans that will be beneficial to meeting their retirement goals. She considers Dan as her greatest mentor and her best resource when helping individuals with their financial plans. In addition, Alison provides Dan’s existing clients with continuous services and annual account reviews.
Alison holds a Bachelors Degree in Business from Drexel University. She also holds a Life, Accident, and Health Insurance License in the state of Pennsylvania, as well as the Series 65 License. Alison is a Registered Investment Advisor with CoreCap Advisors, LLC. In 2020 she plans to study and earn the Retirement Income Certified Professional (RICP®) Designation from The American College in Bryn Mawr.
Alison is a native of the West Chester area. She continues to reside in West Chester with her husband Pat and their two daughters, Devyn and Maddie. Alison and Pat both graduated from Unionville High School and their daughters are currently enrolled at Saint Maximilian Kolbe Elementary School. Both Pat and Alison come from large families, so most of their spare time is spent with them and close friends.
Alison strongly believes Dan White and the entire team is bringing tremendous value, both personally and financially, to each client they meet with. She truly loves coming to the office, working with Dan, the team, their clients, and meeting new retirees each day. Alison even has a sign hanging behind her desk that reflects her beliefs “Do what you love, and you’ll never work a day in your life”.
Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.
Client Relations Administrator
Kelly Pilios
- kelly@danwhiteandassociates.com
- (610) 358-8942
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Daniel A. White & Associates, LLC
51 Woodland Drive,
Glen Mills, PA 19342
client relations administrator
Kelly Pilios
Kelly Pilios joined Daniel A. White & Associates, LLC in September of 2014. She holds a diverse client relations background, and the strong work ethic she brings to the Dan White team is found to be invaluable. In 2019, Kelly became a Registered Notary Public in the state of Pennsylvania.
Kelly strives to ensure that every client receives the highest level of care and service that our firm has to offer. In addition, she takes great pride in ensuring that our clients and potential clients feel welcome when visiting our offices. She coordinates the Advisory Team’s schedules and plays an intricate role in the day-to-day operations including managing the firm’s database, maintaining the needs of the office, and assisting in various marketing projects. Kelly also assists our existing clients with individual account support and services. She is always willing to go the extra mile when assisting with our Educational Seminars and Client Appreciation Events throughout the year.
Kelly is a Delaware County native and currently resides in Springfield, Pennsylvania with her two teenage children – Tommy and Katelyn. She is an active volunteer at her children’s schools, an avid concert goer, and loves spending time at the beach.
Assistant to the Director of Operations & Marketing
Kiersten Spitzenberg
- kiersten@danwhiteandassociates.com
- (610) 358-8942
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Daniel A. White & Associates, LLC
51 Woodland Drive,
Glen Mills, PA 19342
ASSISTANT TO THE DIRECTOR OF OPERATIONS & MARKETING
Kiersten Spitzenberger
Kiersten joined Daniel A. White & Associates, LLC in July of 2018. She holds a diverse background in Customer Service, Marketing, and Mathematics. The Dan White Team had already known Kiersten for a year prior to becoming a team member herself. Right after she graduated college we swept her up because we knew the value she would add to our firm. In February of 2020, she took the initiative to earn her Life, Accident, and Health Insurance License in the state of Pennsylvania.
Kiersten assists in organizing client events, educational seminars, tracking/monitoring statics and metrics, marketing projects, managing the database, and coordinating the advisor’s appointments for clients and prospects. Her dedication and determination brings a new standard to the table. She is very thorough with her work and is always striving to expand her knowledge. In 2021, Kiersten is planning on earning her Chartered Financial Consultant (ChFC®) Designation from The American College in Bryn Mawr.”
Kiersten graduated from West Chester University in 2018. At that time she was awarded her Bachelor’s Degree in Interdisciplinary Studies, with a minor in Elementary Education and Mathematics Education. She is originally from Long Island, New York but currently resides in Downingtown, PA. In her spare time she enjoys going to the beach with her family and friends.
Retirement Planning Advisor
Frank Varone
- varoneft@yahoo.com
- (610) 358-8942
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Daniel A. White & Associates, LLC
51 Woodland Drive,
Glen Mills, PA 19342
Retirement Planning Advisor
Franklin T. Varone, ChFC®, CLU®, LUTCF®
Franklin T. Varone joined Daniel A. White & Associates, LLC in 2019. Frank has been in the insurance industry since 1967. He served as a Nationwide Insurance Captive Agent for 42 years, specializing in their financial products. He takes pride in guiding his clients through the complicated world of income, growth, and asset protection. He believes individuals work hard to accumulate valuable assets throughout their lifetime, and offering protection for those assets is essential in retirement.
Frank holds two prestigious financial designations from the American College in Bryn Mawr, the CLU ® – Chartered Life Underwriter and the ChFC ® – Charter Financial Consultant. He also earned NAIFA’s (National Association of Insurance and Financial Advisors) LUTCF ® – Life Underwriter Training Council Fellow Certification. He is a lifetime member of the Million Dollar Round Table (MDRT), also known as The Premier Association of Financial Professionals.
Frank is originally from Reading and now resides in Wilmington, Delaware, with his wife Connie. Frank is 100% Italian and has been a member for over 15 years of the Societa Da Vinci, a 501C (3) Charity whose mission is to promote and advance the rich but often invisible cultural heritage of the Italian people through education, service, charity, and community events. Frank and Connie enjoy traveling and have visited 17 countries. Frank has 3 adult children and 6 grandchildren.
President, American Insurance Planners, Inc.
Matt Sussman, CLTC
- rob.cohen@ltc-associates.com
- https://www.ltc-associates.com/company-info/find-your-agent/rob-cohen/
- (610) 520-2351
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Long Term Care Associates
1 Franklin Town Blvd Suite 1605,
Philadelphia, PA 19103
Long term care planning Specialist
Rob Cohen, CPA, CLTC®
Rob’s career in the long-term care industry has spanned over 25 years. He went from producer to national trainer, to divisional vice-president for one of the industry’s leading carriers. He is a Certified Public Accountant, Certified in Long-Term Care, and has his National Partnership Certificate. He is licensed in a multitude of states, including the following: CT, DC, DE, FL, GA, HI, IN, MA, MD, ME, MI, MN, MT, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI, WY. Additionally, he has recognitions in PA Top-Ranked LTC Producer and USA Top 20 LTC Producer.
Being the leading voice in the industry, Rob has contributed to the development of streamlined claims procedures and simplified insurance products. Thanks to his experience, the Pennsylvania State Senate requested his testimony as a “subject-matter expert” on the topics of LTC awareness and the need for greater public-private cooperation.
When the founders established Long Term Care Associates, the company’s mission was to ease the financial and emotional burden that a catastrophic care event could have on families. Today, they are leading the country by serving over 5 million members of sponsoring organizations. LTCA’s commitment, passion, and mission for this business remains as strong as ever!
At the end of the day Rob takes greatest satisfaction helping individual families, having been a first-hand caregiver to his own parents. He has been blessed with three beautiful children who have chosen to live nearby. When he is not traveling or enjoying time with his family, Rob devotes himself to physical fitness.
President, Caise Benefits
Joseph Cisco
- joseph@caisebenefits.com
- www.caisebenefits.com
- (610) 494-8270
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Caise Benefits
3561 Concord Road,
Aston, PA 19014
President
Joseph Cisco
Joseph began his career in the Financial Services Industry after receiving his Bachelor’s Degree, in Business Administration, from Widener University. Shortly after his college years, he furthered his career by founding Caise Benefits in 2001. Today, his company uses their combined 50 years of experience to recommend, implement, and customize solutions for all of their clients. Their goal is to satisfy each client’s needs, resolve problems, and answer all questions in a timely manner. Caise Benefits works alongside their clients to find the insurance carrier and plan, that best fits their specific needs.
Caise Benefits specialize in Employee Benefits, Medicare Solutions, Individual, Disability, and Life Insurance. They have partnerships with many Health, Ancillary, Medicare Supplement, and Voluntary Insurers. Their firm works for YOU, not for the insurance companies! They tailor searches to meet your needs and ensure that you will get the most out of your insurance plans. Caise Benefits is licensed with multiple insurance carriers, thus giving them the best opportunity to provide their clients with options that can meet both affordability and security.
Joseph holds PA, NJ, DE, MD, FL, TX, and TN State Insurance, Life and Health Licenses and Securities 6 & 63 Licenses. With a special focus on Health and Life Insurance, Joe has acquired an extensive background working with individuals and small businesses for over 20 years.
