Our Mission

How We Work

Plan for your financial independence. Live your life on purpose. 

We know you have dreams and plans. You have assets to be preserved, people to care for, goals to pursue, and experiences to fulfill. 

At White Financial Services & Insurance, we will help you navigate that plan. Our goal is to partner our experience with your vision. We will put your money to work for you by providing a personalized plan that can set you on a course for the freedom of an independent financial future. 

Put the life you’ve dreamed of into motion. 

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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About Us

About Us

Years of experience have prepared us to guide you through your life transitions.

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Reach Out for a Free Consultation!

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