Broker Check
 0
 
Helping Our Clients Live a Better Life! Paying Too Much in Taxes? Is The Bubble About to Burst? Is Information Power?

Live A Great Life For The Rest Of Your Life

After years of working with our clients, we have found two constants:
1) They want to live a great life today and for the rest of their lives
2) They want to remove the worry and stress from their personal finances.

People have a tendency to make decisions one at a time as various situations present themselves. Over the years they compile multiple financial products, advisors, and institutions that make up their financial landscape. At some point they realize they have all this financial “stuff” but do not know how to put it all together to get them where they want to go.

Utilizing a holistic approach, we teach our clients how their various financial decisions are related and how to best coordinate them to reduce risk and increase the efficiency of their money. The result is they have a better lifestyle and worry less about their money.

Contact Us
Call Out Box One - White Coat Financial Call Out Box One - White Coat Financial

Protecting Your Future Income with “Own-Occupation Specialty Specific” Disability Insurance.

Learn More
 
Call Out Box Two - White Coat Financial

Understanding the various strategies for Student Loan repayment is critical to your overall financial picture.

Learn More
 
Call Out Box Three - White Coat Financial

5 Smart Investing Strategies

Learn More
 

Helpful Content

How Financially Literate Are You?

How Financially Literate Are You?

Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others...

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Retirement Victory Lap

Retirement Victory Lap

A confident retirement begins with a plan.

 

Couples and Money

Did you know money is a leading cause for break-ups and divorce among couples?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Thanks, Mom!

When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

View all videos arrow