Why DWA?

Planning for retirement is one of the most important journeys you will ever take — and you deserve a partner who puts your confidence, clarity, and quality of life first. At Dan White and Associates, we’ve dedicated more than three decades to helping retirees and pre-retirees protect what they’ve built, make smart decisions with confidence, and enjoy the peace of mind that comes from having a customized, written retirement strategy. We take the time to truly listen, to understand your goals, concerns, and values, and to guide you with the same care we would offer our own families. Our mission is rooted in trust, backed by industry-leading credentials, and strengthened by a team committed to doing what’s right — always.

Because trust isn’t given, it’s earned. And we want you to see firsthand how we operate, what we stand for, and the level of dedication we bring to every client relationship. Watch the short video below to learn why so many families have chosen Dan White and Associates to secure their financial future — and why we’d be honored to help you secure yours.