The key to realizing your dreams for tomorrow is by starting to plan today. At Dan White and Associates, we can help you with all your financial services, from building financial retirement plans to saving money for your golden years. As your financial security is our most important goal, we offer unbiased retirement income planning information to help you make the right decisions. Retirement financial planning is as challenging as it is important. It can be difficult to calculate how much money you need to save and develop a plan for managing your savings. This is why Dan White, a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (CHFC®), and Retirement Income Certified Professional (RICP®), and his team offer expert financial consulting services to help you find the perfect retirement financial planning solution for you.
Dan White and Associates is located in Glenn Mills, PA., and was founded in 1987 to provide stability in the face of this unknown. Firm founder and licensed insurance professional Daniel White has focused his niche practice solely on addressing the distinctive financial needs for those nearing retirement and those who are retired. Dan White and Associates is one of only a handful of their practice to transitional planning.