Navigating finances is more complicated than ever, full of unexpected twists and turns. Most people are too busy being successful to take the time to look at the things that impact their own finances. Changing tax laws, rules and regulations can dramatically impact how we plan for retirement, college, estate planning or how we run a business. Beginning with John Hancock Life Insurance in 1991 and now over a decade of experience with David White & Associates, I offer my clients strong financial lateral movement. I will help create a customized plan for your future, utilizing; tax reduction strategies, personalized portfolio design, retirement accumulation and distribution models, long-term care insurance, disability income insurance, life insurance and estate planning techniques.For business owners, either income or taxes are a problem. I will help create tax efficiencies using tax dollars to build personal net worth, establish buy sell agreements and structure key employee retention programs. David White & Associates has represented the State Bar of CA since 1971. Our discounted programs include disability income insurance and long-term care insurance (asset protection in retirement years). Many of my clients are attorneys and know they have worked too hard to achieve this level of success to leave their finances to chance. My goal with State Bar clients is to put the minimum dollars towards a personalized plan that will protect the family if there is an unforeseen bump in the road.
Listed skills include Retirement Planning, Business Continuity Planning, Income Tax Reduction, Investment Advisory, and 5 others.