Our Firm

 

 


White & Associates Financial Services, Inc. is committed to helping you pursue your long-term financial goals. As financial professionals focusing on retirement planning and wealth accumulation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
     
  • How much money will I need in order to retire?
     
  • What are my 401(k) plan distruibution options?
     
  • Should I have a traditional IRA or a Roth IRA?
     
  • Do I need disability income insurance? Long-term care insurance? 
     
  • How can I ensure that my children receive as much as possible from my estate?*
     
  • What do I need to know about wills, trusts, and probate?*
     

We offer financial products and services tailored to your individual needs. White & Associates Financial Services, Inc. partners with our clients and work together to pursue their financial goals.  We work to  consistently service and delight our clients through offering high quality, one-stop financial shopping.

*Please note that neither ING Financial Partners nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.