The advisors at David White & Associates provide guidance to help you navigate today’s complex financial decisions. We provide a unique approach to coordinating wealth strategies such as investing, insurance, tax strategies and estate planning for individuals and businesses. Being an independent firm allows us to provide many different options with many different companies.
Our mission is to:
- Help improve our client’s current financial position and build a better, more secure tomorrow.
- Capture lost wealth from existing financial strategies and take advantage of new opportunities as they arise.
- Reduce taxes throughout a client’s lifetime using tax deductions, deferral and tax withdrawal strategies.
Our company wheel illustrates the services we offer: