Services
J. H. White Financial Services, LLC is flexible in providing a full range of comprehensive financial planning and investment services. In fact, we think that’s one of the great reasons to work with us. However, we also recognize that depending on your preferences and situation, a one-time engagement or quick check-up may be a better fit. We are happy to work with you in whatever way is best-suited for you.
Service Options
- Wealth Management – A complete approach based on asset allocation and diversification.
- Comprehensive Financial Planning – Establish and realize financial and personal goals.
- Hourly Consulting – Advice on specific inquiries such as insurance, income tax planning, asset management, etc.
Services Provided
- Retirement Planning
- Investment Advice
- Trust Asset Management
- Business and Non-Profit Retirement Plan Management
- Cash Flow Management and Budgeting
- Asset Management
- Estate Planning
- Insurance and Risk Management Analysis
- Income Tax Planning
- Gifting and College Education Planning
- Business Planning
- Family Transfer Strategies
