Retirement Planning Services Since 1987
Expert retirement and financial guidance to help you find the perfect financial solution for you.
Daniel A. White & Associates, LLC
Daniel A. White & Associates was founded in 1987 and specializes in addressing the distinctive financial needs of those nearing retirement and those who have already retired. Dan White, Firm Founder and Income Planning Specialist, is one of a handful of Financial Specialists in the tri-state area who focuses his practice on income and transitional planning. Today, Daniel A. White & Associates has five financial professionals, with years of experience & expertise. They service over 900 clients across four states: Pennsylvania, Delaware, Maryland, & New Jersey.
Our Affiliations Include
Dan White is a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (CHFC®), and Retirement Income Certified Professional (RICP®). He is a member of the Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT), The National Association of Insurance & Financial Advisors (NAIFA), and The Independent Excellence Group. In addition he is a member of Ed Slott's Elite Advisor Group.