Give the gift of FINANCIAL PLANNING this Christmas! We recently completed a financial planning engagement for a young couple who just had their first child! Through our Financial Planning Service we hope that we were able to provide these clients with the necessary data needed to make important informed financial decisions as well as several risk mitigation ideas to help assist them with providing confidence and a sense of well-being for their family. If you have children or grandchildren who may benefit from the same service consider giving them the gift of our financial planning service for the Holidays and New Year! Click on the link below to watch a short video I created which provides more information on this service and what we were able to accomplish for this client. I wish you and your family a safe and Happy Holidays and New Year! This material is for general information only and is not intended to provide s...
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.