Our credentialed and skilled Financial Professionals strive to build relationships with each client in order to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financial problem solving.
David White & Associates is a member of the Expert Network©
Developing strategies to help you reach your goals and dreams.
Creating a guide to help you navigate the investment markets and grow your portfolio.
Helping to protect your assets against losses and uncertainties.
Creating a plan to help you enjoy financial security during your retirement years.
Is it possible for someone to end up with more money by receiving a smaller rate of return compared to someone earning a higher rate of return? We will get to this in a moment. Let’s first discuss the rate of return and why it is often the only metric people care about.
The only metric that matters is the progress towards your goals. An investment/ financial/retirement plan should provide you with a guide to get you through good as well as bad times.
Zombie debt is old debt that is typically written off as bad debt by the original creditor and then later sold to collection agencies for pennies on the dollar. Most of the debt sold is years old and cannot legally be collected, though many consumers are unaware of the statute of limitations for legal collection of this debt.
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