|
|
|
|
|
|
|
Welcome to |
|
|
|
|
|
|
David White & Associates |
|
|
Our Purpose |
|
|
Our Services |
|
Companies |
|
|
|
|
|
|
Insurance Companies |
|
|
Investment Companies |
|
|
Online Quotes |
|
Retirement Plans |
|
|
|
|
|
|
Accumulation Website |
|
|
Income Distribution Website |
|
Our Career |
|
|
|
|
|
|
Opportunities |
|
Brokerage Opportunities |
|
|
|
|
|
|
Brokers |
|
California Associations |
|
|
|
|
|
|
Endorsements |
|
Communications |
|
|
|
|
|
|
Planning Articles |
|
|
Links |
|
|
Contact Information |
|
|
Advisor Resources/Calendar |
|
Calculators |
|
|
|
|
|
|
Calculators |
|
|
|
|
|
Sitemap |
|
||||||||
|
|
||||||||
|
|
David White & Associates provides Comprehensive Retirement Planning. This includes the use of sophisticated computer modules to analyze the following... Asset Allocation: Based on your risk tolerance, we recommend options for an asset allocation model to fit your needs. Classes of investments include: Large stock, Small stock, International stock, Bonds and Money Markets. Income Analysis: Calculating one's future retirement income needs, based on inflation, projected interest rates and life expectancy. The goal is to calculate current monthly savings needed to provide the income you desire at retirement. Tax Efficiency: Developing efficient tax strategies. Since there are a variety of plans, which plan is right for you? Some of these plans include 401k, SEP IRA, Simple IRA, IRA, Pension and Profit Sharing Plans. Investments: Which investments are right for you? We analyze mutual funds, stocks, bonds, limited partnerships, and real estate to find which are the most appropriate investment for your risk tolerance.
|
|
||||||
Licensed for Securities Sales in California. Licensed for Insurance Sales in California.
CA Insurance LIC: 0504164
The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.
Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation.
Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member FINRA/SIPC.
AIC and David White & Associates are not affiliated.
