Rolf White, Aif® Email & Phone Number

As President of Business and Family Advisors, LLC, I am able to help clients manage and distribute their hard-earned wealth to reach financial planning initiatives and goals. Financial roadmaps should be consistent with the client's values and by listening closely to what clients want to accomplish. We help move them from their present situation to their financial future. Some of the services we provide consulting and servicing on include: -Life Insurance-Disability Income Insurance-Long-Term Care Insurance-Estate Planning-Tax Strategies-Wealth Management-Fee-Based Financial Planning-Mutual Funds-Fixed & Variable Annuities-Managed Investment Accounts-Traditional & Roth IRA’s-401(k) Rollovers-Education Funding Strategies-Retirement Planning-Retirement Plan Distribution Strategies-Business Continuation Planning-Buy-Sell Arrangement Funding-Business Succession Planning-Key Person Insurance-Employee & Executive Benefit Planning-Deferred Compensation-401(k) Plans (Safe Harbor, New Comparability, Profit Sharing)-Defined Benefits Plans-Simplified Employee Pension (SEP)-Selective Executive Retirement Plans-SIMPLE IRA-TSA/403(b)-Group Life, Health, Disability, and Long-Term Care InsuranceAt Business and Family Advisors LLC, our mission is to help create and maintain wealth for our clients through long-term planning. We build our relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them updated at all times.

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  University Of St. Thomas

  Entrepreneurship And Marketing