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

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Five Ways to Help Make Your Money Last Longer

Five Ways to Help Make Your Money Last Longer

Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.

 

Who's On Your Financial Dream Team?

On a team, all players count, but some key positions are more critical to success.

Retirement Victory Lap

A confident retirement begins with a plan.

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

U.S. Personal Savings Rate

What can be learned from the savings rate?

4 Ways Whole Life Insurance Can Help with Business Expenses

Owning a small business is a dream for millions of Americans. Starting a business is exciting. It is also a huge commitment that comes with a unique set of challenges....

Financial Fixes: Beware of Market Bubbles

Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

View all articles arrow

Principles of Preserving Wealth

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

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow