White House Financial has been an invaluable resource for my clients. Cyril and his staff take all the guesswork out of navigating complex financial transactions and their service goes above and beyond. They are the ONLY team I refer my colleagues to. I use White House Financial for my structured settlement needs.
They are an avid MTLA supporter and approved exhibitors at many of our seminars. They work hard to get the best deal with the best insurer for your client. They are usually paid out of the annuity commission, rather than by your client. It's a win-win deal for you and your client. The team at White House Financial are very bright, personable, honest, knowledgeable and hard-working.
They are an avid MTLA supporter and approved exhibitors at many of our seminars. They work hard to get the best deal with the best insurer for your client. They are usually paid out of the annuity commission, rather than by your client. It's a win-win deal for you and your client. The team at White House Financial are very bright, personable, honest, knowledgeable and hard-working.
Services
Our experienced team will work closely with you to craft a personally-tailored, comprehensive financial strategy that aims to achieve your goals while minimizing risk. We conduct a thorough assessment of your financial situation which takes into consideration your long- and short-term goals and the amount of risk you're comfortable taking.
At White House Financial & Settlement Consulting we use a clear and thorough process to help you reach your financial goals. LEARN: First, we hold an informal initial meeting to learn your goals and objectives and explore how we may best serve you. This meeting involves no cost or obligation. EXPLORE: At our second meeting we will work with you to carry out a full and thorough assessment of your current financial situation.
As a closely held family owned business, we fully understand the needs and challenges of clients who either own or who are starting their own businesses. Our Entrepreneurial Solutions Group helps busy entrepreneurs and professionals who are starting a business focus on the growth of their business while we take care of many important things that you never seem to have time to work on.
If you are interested in working for or with our exciting, dynamic and fast growing firm please contact us! Our firm is looking to hire a part-time Bookkeeper / Chief Operations Officer position which would become a full time position over time. The ideal candidate will have extensive QuickBooks accounting software and office management experience and a passion for helping us build a premier financial consulting and investment advisory firm.
