White House Financial & Settlement Solutions, LLC

According to the BlackRock People & Money 2020 survey 41% of women haven't even started saving for retirement yet! This is exactly why I wrote my "Women Wealth Wellness & Wine" book and workshops! I would like to invite you and your friends to my next workshop scheduled for Thursday, June 22, 2023 from 6:00PM - 8;00PM. Topics we will cover during our workshop will include:  ·    What wealth means to you.   ·   Looking beyond the newspaper headlines.   ·    How to get organized, get invested and move closer to achieving your goals.   ·    Sustainable Responsible Impact (SRI) and Gender Lens Investing Strategies  Attendees of the workshop will also receive a FREE copy of my "Women Wealth Wellness & Wine" book which contains much more information than I can cover in the workshop.  The workshop will be held at our Four Financial Management Ann Arbor offices located at 777 E. Eisenhower Pkwy., Suite 740 Ann Arbor, MI 48108  SPACE IS LIMITED! RSVP TO RESER

  Due to popular demand I will be doing a virtual version of my "Women Wealth Wellness & Wine" workshop on May 2, 2023 at 6:30PM! Of course you will need to bring your own food and wine but I realize that so many would like to gain the knowledge and actionable steps to a solid financial foundation that I cover in this workshop, however, attending in person is difficult, which is why I have decided to offer it all virtually as well at this time! Use the following Zoom link to attend the meeting. https://us02web.zoom.us/j/5037049409 Meeting ID: 503 704 9409 If you have any questions please contact me by Email:  cyril.white@fourfinancial.com   or Phone at: (734) 272-4322. Securities offered through LPL Financial.  M ember   FIN R A .   N ot   F DIC   In su r ed   •   M a y   L os e   V alu e   •   N o   B an k  G ua r an t ee

  Hello! I hope that you are doing well! I’m Cyril White, Certified Financial Planner™ with Four Financial Management and I wanted to talk to you today about a recent actual client engagement that I had where it really brought home to me why I'm in this business as well as an example of how we can help you or someone you know. A woman who used to be a fitness training client of mine came to me to help her sort through the financial issues pertaining to the recent deaths of her parents and her husband.  She had all these insurance policies, investment and retirement accounts in her deceased parents and husbands names and she needed someone to help her make sure things were being done correctly. We sat down and went through all the insurance policies and accounts and educated her on the various implications of the different options pertaining to each.  She also needed a way to consolidate all of these various retirement and investment accounts that were all over the place and have th

  Hey guys what is going on? I hope you are doing fantastic. In addition to my Certified Financial Planner™ designation, which I have had since 2005, I recently achieved the Chartered Sustainable Responsible Impact Investing Counselor™ (CSRIC®) designation.  The CSRIC® designation took me over 6 months of studying and taking a test to earn.  This is one of the things that I really love about my wealth management business, which is that it never gets boring. I am someone that gets bored very easily and very quickly and I guess I'm not bored yet because I have been working in the business for over 25 years! I'm someone who loves learning and learning new things and staying on the cutting edge of things not just for myself but for our clients.  The reason I decided to achieve the Chartered Sustainable Responsible Impact Investing Counselor™ (CSRIC®) designation is that I have had more and more clients asking me about this type of strategy and investing such as the ESG or Environme

We had another amazing one of our Women Wealth Wellness Wine & Whiskey Workshops this week with five amazing women in attendance!  Regardless of where you are in your life journey, there are key steps you can take to help maximize your wealth and wellness.   If you would like to be empowered with the knowledge and specific actions steps to build your foundation in life attend our next workshop o n Thursday, April 20, 2023 from 6:00PM - 8;00PM  The workshop will be held at our Four Financial Management Ann Arbor offices located at 777 E. Eisenhower Pkwy., Suite 740 Ann Arbor, MI 48108 SPACE IS LIMITED SO PLEASE RSVP ASAP IF YOU WOULD LIKE TO ATTEND! RSVP by Email: cyril.white@fourfinancial.com or Phone at: (734) 272-4322.   The opinions voiced in this material are for general information only are not intended to provide specific  advice or recommendations for any individual. Securities offered through LPL  #womenandwealth   #wealthmanagement   #wealthbuilding   #wealthadviso

  If you want the best opportunity to achieve ANY goal you should know WHY you are trying to achieve that goal. The stronger your WHY and the more your WHY relates to something other than YOURSELF the better chance you have in achieving that goal! Watch my short video below for more information on how you can achieve your goals! If I may be resource for you in any way please feel free to email me at  cyril.white@fourfinancial.com  or call 734-272-4322 today! #financialfreedom #financialpeace #financialgrowth #financialadvisor #financialadvice #wealthmanagement #investing #investor #growth #investinyourfuture # saving  # investmenttips #investmentadvisor #financialadvisor #advisor #investmentstrategy #investmentportfolio #investmentmanagement #inflation #stockmarkets #sustainability #sustainableinvesting #womenandwealth #womenentrepreneurs #women #genderlensinvesting   #financialplanning #financialplanner This material is provided for educational purposes only a

 To some just the wine may be incentive enough, however, if you would like to know what else you get if you attend my    Women Wealth Well-being and Wine Workshop then click on and watch the video below! If you would like some of that and want to reserve your spot email me at  cyril.white@fourfinancial.com  or call 734-272-4322 today! This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on current tax laws, which may change in the future. LPL Financial cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice. Investment involves risks. International investing involves additional risks, including risks related to forei