White House Financial & Settlement Consulting, LLC helps families live an easier and less stressful life through the achievement of their financial goals by providing comprehensive, fee-only, client focused financial advice and exceptional service.
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: firstname.lastname@example.org 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