Mission
Our mission is to build long-term relationships through excellence in financial planning and by providing knowledgeable, customized recommendations in an unbiased, professional manner.
Integrity – We are placed in a position of trust and confidence and will do the right thing for our clients. Our relationships are built on honesty and respect.
Objectivity and Fairness – We are independent and fee-only. This enables us to put our client’s needs and interests first and provide services with no conflict of interest.
Competence – We are qualified Financial Planning experts who make continuing education a priority in order to effectively meet our clients’ needs.
Diligence – We guarantee service that is prompt, thorough, and professional. We are determined to create value for our clients.
Confidentiality – We understand the need for our clients’ trust and our responsibility to maintain the privacy of their information.
Professionalism – We maintain the highest ethical standards by adhering to the principles, laws, and ethics of the financial planning profession. We strive to meet the needs of and provide value for our clients.
Investment Philosophy
At J.H. White Financial Services we strive to provide unbiased solutions based on knowledge and experience. We work with our clients to determine their risk tolerance and goals to recommend a customized portfolio.
Objectivity – unbiased in our analysis and recommendations.
Independence – We are not tied to one company or product. Our goal is to find the best solution for our clients.
Diversification – minimize risk and maximize return.
Passive Investment Style – minimal market timing with tactical and strategic allocation.
Low Expenses – We design low cost portfolios so more of your money can go toward achieving you goals to maximize investment growth.
Customized – We tailor each portfolio to meet the individual client’s needs and goals.
