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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.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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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

And the Executor Is

A Primer on Irrevocable Life Insurance Trusts

Contributing to an IRA?

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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