“When you fail to plan, you plan to fail.”
Almost everyone could benefit from assistance when it comes to their finances. After all, transitions can be one of life's most stressful and unpredictable periods - especially the transition from working life to retirement. Without a retirement plan, your financial security is left to uncertainty.
With Daniel A. White & Associates, rest assured you can get all the education, advice, and assistance you will need to maximize what you have.
Financial security and peace of mind are top priorities for soon-to-be retirees. Today’s retirees are living longer so the fear of not having enough money, running out of money, or being a burden on their children in retirement is something our firm sees every day. Our firm specializes in alleviating financial concerns from your retirement.
Our core philosophy is to get to know you and your family first. We want to know what your hopes, dreams, and fears are. Then, we will take a look at your retirement account statements, for example: 401(k)s, IRAs, Roth IRAs, 457bs, etc. To us, those statements are just pieces of paper with numbers on it that can be used as a starting point. We are more concerned about what you want those numbers to do for you and how you want to live in retirement.
It’s simple. You bring us your goals, hopes, dreams, and fears and we will share with you the strategies and options that are available to help you accomplish those hopes and dreams.
Retirement financial planning is as grueling as it is important. It can be difficult to calculate how much money you need to save, and to develop a plan for managing your entire savings.
We bring a more personalized approach than others when it comes to financial planning. Our team of experts at Daniel A. White & Associates does not rely on calculators and numbers alone. We actually listen as you explain your hopes, dreams and fears. The better we know you, the better advice we can give. We will then design a personalized plan that shows you how we can help you reach your financial goals.
Our advisors are highly educated and continuously expand their knowledge with continuing education in the industry.
When it comes to retirement, there is a lot at stake. Why take any chance or leave room for error? Our firm will work with you to create the retirement of your dreams.
Firm Founder & President, Dan White is an educator at heart. He conducts educational seminars and programs to help soon-to-be retirees and retirees become further educated on the challenges faced in retirement and the numerous options available.
He brings real life stories and scenarios to his programs to provide you with the essential tools and techniques you need to comfortably navigate through retirement. Dan White finds a way through his programs to make the complicated, uncomplicated.