Services

M. White Financial Services provides clients with comprehensive wealth management services to assist them in simplifying and managing all aspects of their financial lives. We work closely with our clients to guide them on a personalized path toward pursuing their financial goals. Through a unique combination of experience, resources and our network of strategic alliances, we are able to comprehensively address clients’ financial goals, needs and concerns.

• Investment Management*
• Retirement Planning*
  • IRA Rollovers, IRA & 401(k) Management, Annuities
• Cash Flow and Debt Management
• Family Risk Management
  • Permanent and Term Life Insurance
  • Disability and Long-Term Care
• Estate and Gift Tax Planning
• Education Planning
  • College 529 Plans*
• Legacy Planning
• Business Planning

* Investment and advisory services offered by Matthew White through his affiliation with Avantax.