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.

Get started in three easy steps with our process


Confidential Needs Analysis; Getting to know you


Retirement Blueprint; Designing your plan


Implementation; Putting your plan in place

live with financial security and peace of mind

our services

expert retirement and financial guidance

Give your retirement the attention it deserves. Get a second opinion on your retirement plans and goals today!

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!