Our Services

 

 

White & Associates Financial Services, Inc. offers independent financial management and advice in the following key areas:

 

 

  • Investment planning, risk management, college funding, retirement planning, tax reduction strategies, wealth accumulation plans, insurance planning


 

Our services are designed to help you answer the following questions:


 


  • How can I get more from my investments?
     
  • How can I reduce my exposure to risk?
     
  • How much money will I need to live comfortably in retirement?
     
  • Am I saving enough?
     
  • What are my options to save for college?
     
  • How can I help preserve more of my assets for my heirs?*
     
  • Do I have the right amount of life insurance?
     
  • How can I reduce my tax liability now and in the future?*

 

*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.