In Hawaii, we're fortunate to enjoy a special quality of life. If you're like most folks, it's something you've worked hard to achieve.
Now it's time to work towards ensuring that when you retire you'll continue to live the life you want, and that you won't outlive your resources. Or maybe you've retired already and are thinking about how you'd like your heirs to benefit from your legacy when the time comes.
Wherever you are on the retirement timeline, it's a good time to talk with Jeff White. Jeff gives you an integrated plan that lets you look at your investments, savings, insurance and estate at the same time, and coordinate your financial progress with a single advisor.
CRPC conferred by College for Financial Planning