I am an investment advisory representative. I serve my clientele from a fiduciary capacity, meaning I am ethically required to put my clients interests first. My planning process focuses on a holistic approach to addressing and solving my clients' financial needs and objectives.
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years.But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals. Financial Guideposts is a Registered Investment Advisory firm dedicated to assisting clients with their greatest financial concerns.
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years.But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals. Financial Guideposts is a Registered Investment Advisory firm dedicated to assisting clients with their greatest financial concerns.
Services
At Financial Guideposts, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. John White specializes in guiding others to financial independence and a work-optional lifestyle. With more than 35+ years of experience as a financial advisor Mr. White understands the intrinsic value and importance of service to others.
When you visit the doctor, you expect to receive an honest opinion and diagnosis. If your doctor recommends medicine or treatment, you have the comfort of knowing he isn't trying to sell you on a certain brand of medication or suggest a treatment that isn't in line with your personal health. Like your health, your finances are personal and unique.
John A. White is an investment advisor representative, an SEC registered investment advisor, serving his client in a Fiduciary capacity. Our mission at Financial Guideposts is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
At Financial Guideposts, we believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.
Accounting, Tax Preparation and Tax Filing are not Tax Planning. When was the last time your tax person brought you a tax savings idea? A Strategic Tax Plan is a true "business fundamental" and it is probable you don't have one. Now you can have a Strategic Tax Plan whose purpose is to lower your taxes, increase profitability and allow you to grow your wealth.
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