The advisors at David White & Associates provide guidance to help you navigate today's complex financial decisions.
We provide a synergistic approach to coordinating wealth strategies such as insurance, investing, tax and estate planning.
Our mission is to:
Help improve our clients current situation 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
Protect our clients assets from creditors, the courts, the IRS and other unforeseen events