Everything we do is focused on bringing financial order to your life and keeping it that way. We believe too many advisors sell products or ignore the importance of looking at the full financial picture. At White & Associates, we are revolutionizing the industry norms by integrating financial planning, investment management, accounting, tax and estate planning needs into one holistic plan.
If you see wisdom in our approach or desire simplicity in today's complex financial world, we would love to help you.
If you see wisdom in our approach or desire simplicity in today's complex financial world, we would love to help you.
Services
After carefully analyzing all components within your financial and investment portfolios, we map out a course designed to help meet your unique financial goals. The result is a highly customized, integrated plan of action incorporating both individual circumstances and contingency plans. But our services do not end there.
With our professional team on your side, your financial goals evolve from a general strategy to a fully integrated plan of action. At White & Associates our goal is to bring financial order to your life and work to keep it that way! Gina earned her Bachelor of Science in Mathematics in 2005 from Southern Illinois University at Edwardsville.
We build customized portfolios appropriate for your goals while aiming for expected returns for a given level of anticipated risk. Next, we identify the items we can control, such as minimizing expenses, taxes and risk through diversification. Finally, portfolios are built with tax minimization and estate planning strategies in mind.
Jeff, CPA, and Kirstie are dedicated to providing bookkeeping services, payroll services, QuickBooks advising, Business consultation, entity selection, payroll and sales tax, tax preparation and planning to individuals and business owners. We go by the philosophy that everyone is entitled to have their tax preparation and accounting needs done professionally at a reasonable fee.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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