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.
Through my over 25 years as a financial advisor I have worked with many women who have undergone divorce or the loss of a partner. If you or anyone you know is going through one of these challenging life events please have them keep the following in mind and I would be happy to send them a copy of my "Women Wealth Wellness & Wine" book which has detailed chapters and check lists on these subjects. firstname.lastname@example.org (734) 272-4322
I was recently asked by a client to educate them on the effect of the divestment of the securities of companies involved in the fossil fuel business on their portfolio. I made the following video on this subject because I thought perhaps others may be interested in this subject as well! If you have any questions or if there is anything I can help you with please feel free to contact me anytime at email@example.com or (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. Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. Securities and advisory services offered through LPL Financial, a re