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I'm Jason White

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.

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Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Meet Our Team

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

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Our Tools

Medicare Advantage Plans (Medicare Part C)

Orchestrating Your Retirement Accounts

Extended Care: A Patchwork of Possibilities

Understanding Your Estate: Critical Elements of an Estate Strategy

Meet Our Team

Kathy Robinson

Dan Tutrow

Jason White, CPWA, JD, AAMS

Susan Gray

What is most important to you?

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