retirement planning services since 1987
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.
Confidential Needs Analysis; Getting to know you
Retirement Blueprint; Designing your plan
Implementation; Putting your plan in place