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Financial planning
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  • 02/28/10--09:19: Investor Access
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    Retirement Transition: Living Your New Life After years of success in the workplace, you’re finally retiring. Your retirement has probably been carefully planned and anticipated, especially in the financial arena. During your working life, chances are you checked your retirement savings plan on occasion to determine its consistency with your long-term goals. Now that you’re […]

    The post Retirement Transition: Living Your New Life appeared first on Scott White Advisors - Financial Planners.


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    Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors What’s the first thing that comes to mind when you hear the words “financial planner?” A common response might be, “A professional who gives investment advice.” And that’s correct, […]

    The post Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals appeared first on Scott White Advisors - Financial Planners.


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    A Duty to Care: My Fiduciary Standard Fiduciary: A person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets for the benefit of the other person rather than for his or her own profit. Some people are surprised to learn that not all financial advisors have fiduciary […]

    The post A Duty to Care: My Fiduciary Standard appeared first on Scott White Advisors - Financial Planners.