Services
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 future is left to uncertainty. With Dan White & Associates, we seek to provide the tools so that you can get all the education, advice, and assistance you will need to maximize what you have.
Financial Planning

Financial Planning
Wealth Accumulation
Retirement Planning
Retirement Planning
Our core philosophy is to get to know you and your family first. We want to know what your hopes, dreams, and fears are. Then, we will take a look at your retirement account statements, for example: 401(k)s, IRAs, Roth IRAs, 457bs, etc. To us, those statements are just pieces of paper with numbers on it that can be used as a starting point. We are more concerned about what you want those numbers to do for you and how you want to live in retirement.
It’s simple. You bring us your goals, hopes, dreams, and fears; and we will share with you the strategies and options that are available to help you accomplish those hopes and dreams.
Retirement Income Planning
With fewer companies offering pensions and defined benefit plans, it’s becoming more rare for anyone to have a future income stream that he or she can rely on during retirement. There are several financial vehicles that can solve this problem by providing an investor with the opportunity to create their own personal pension. A comprehensive financial plan with all of your goals, objectives, and concerns can also help alleviate the stress of worrying about running out of money. Here are some of the concepts we will cover:
- Durable Power of Attorney for Healthcare Decisions
- Durable Power of Attorney for Financial Decisions
- Conservatorships
- Guardianships
Social Security Strategies
Life Insurance
*Guarantees are based solely on the financial strength and claim-paying ability of the issuing company and compliance with product requirements.

Portfolio Management

Legacy Planning
In fact, not all family businesses are traditional small establishments. About one-third of all businesses included in the Fortune 500 are family owned and operated. Being a supporter of local family businesses, we understand that they can see some tough days and their statistics are not always rosy.
Family businesses tend not to outlive their founders. At any given moment, 40 percent of family businesses are in the process of transferring their ownership. Unfortunately, two-thirds of all initial transfers fail. Of the one-third that survives an initial transfer, only one-half will survive a second transfer.
Asset Protection
Tax Planning
Recognizing that no investor wants to pay a cent more in taxes than necessary, we can analyze how certain financial products may make sense for your unique financial plan to minimize your tax burden. Specific strategies offer tax deferral so that you only pay taxes when you actually make a withdrawal. Other products, such as life insurance, also offer the opportunity to utilize tax-free income when appropriately structured.
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