Our Services






The White Planning Group is involved in various markets providing a wide-range of solutions and products for our clients.  We believe that in order to work with businesses and families we must understand the background of our clients, their business or industry, and their families to help them achieve their objectives.  We aim to be a vital resource for helping you grow and protect your business and personal assets while providing a sophisticated level of services, including: 

  • Wealth Transfer Planning for estate liquidity and legacy planning
  • Business Planning and Transition  
  • Life Insurance Policy Portfolio Reviews 
  • Charitable Planning for nonprofits
  • Group benefits
  • Long Term Care Insurance
  • Annuity products