Rick White, Sr. Retirement Advisor and Wes White, Principal, Investment Advisor
Much has changed over the years. Today, retiree's face headwinds requiring a customized approach.
Proper income planning can help you feel confident your money will be there when you need it.
We believe that emotion-free, academically proven formulas will help investors avoid poor decision making.
We can help you minimize the tax impact of your financial decisions.
A smart investment formula provides a discipline that helps reduce the probability of a serious and irreparable damage to your hard earned savings.
Your money is held by reputable custodians that you have access to.
As a fiduciary, investment advice comes with a duty to operate with your best interests at all times. We wouldn’t have it any other way.
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