retirement planning services since 1987
Services



we're here to help you every step of the way
Expert retirement and financial guidance
to help find the perfect solution .
Expert retirement and financial guidance to help find the perfect solution.
Almost everyone could benefit from assistance when it comes to their financial planning, retirement planning, and portfolio management. Transitions can be one of life’s most stressful and unpredictable periods – especially the transition from working life to retirement. Without a full comprehensive retirement plan, your financial security is left to uncertainty. With Daniel A. White & Associates, LLC, rest assured you can get all the education, advice, and assistance you will need to maximize what you have.
Get started in three easy steps with our process
Vision
Confidential Needs Analysis; Getting to know you
- Establish Objectives
- Calculate Income From All Sources
- What Is Your Vision Of Retirement?
- What Are Your Legacy Objectives?
- Calculate Current & Projected Expenses
build
Retirement Blueprint; Designing your plan
- Develop Income Plan
- Develop Legacy Plan
- Improve Investment Vehicles
- Optimize Social Security
thrive
Implementation; Putting your plan in place
- Review Retirement Plan
- Select Investments
- Execute Legal Documents
- Implement Financial Strategies
live with financial security and peace of mind


our services
