Our Firm

The White Planning Group is a multi-generational estate and business planning firm dedicated to serving our clients and complementing the financial advisory team. Our mission is to assist in protecting, preserving and growing your personal and business financial assets by offering innovative planning solutions.  We strive to coordinate planning strategies and financial products, which are implemented and administered by our experienced staff and outside resources. 

The firm was established as an alternative to traditional insurance and planning practices, which the White Planning Group felt were often impersonal and product-driven rather than relationship, strategy and client-need oriented.  Our organization solely serves the client and to deliver client-focused insurance and financial planning solutions to the affluent marketplace. We pride ourselves on our professional affiliations with many of the most trusted names in the financial service industry.

We offer you a seasoned, disciplined approach to responsible planning while using the products from leading independent companies. We pride ourselves on our professional affiliations with many of the trusted names in the financial service industry. Our success is dependent on our core values of integrity, experience, commitment to excellence, and creativity. These values continue to provide the foundation upon which the firm builds and maintains client relationships and helps us meet their goals and expectations. These values are the firm’s guiding principles and they have an impact on the service our personnel deliver to our clients. Our professional staff exercises these core values in evaluating and developing a tailored solution for the specific needs of each individual client.  

The White Planning Group is a member of PartnersFinancial. PartnersFinancial gives us access to resources, technology and support of a large consulting firm while allowing us to be boutique in nature continuing to give our clients the hands on personal service they expect.

Our business is based on the close relationships we have established with our clients and advisors. We act as advocates for businesses and families requiring specialized financial and advisory services.  When negotiating on our clients behalf, our approach is as if we were purchasing benefits for ourselves. 

The firm's goal is to offer a customized combination of insurance and financial management strategies to satisfy your planning needs. It is our hope that you will allow us to bring our resources together transforming financial success into financial security for the future. 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck