Steven L White Jr.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal and business financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind benefits, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. To learn more about the tools that we use and our philosophy of planning please visit www.Thelivingbalancesheet.com . Be sure to watch our short videos on this unique and powerfull planning tool.

Services and areas of expertise:

For Families

Sustainable  financial plans
Whole life and Term insurance for parents
Whole life Insurance for Children
Long Term Disbility insurance
Long Term Care insurance
Estate Planning insurance
Investment and Retirement accounts
Charitable Planning
Annuites

 For Families with Special Needs children

Susantainable financial plans
Whole life and Term insurance for parents
Whole ife insurance for Children
Long Term Disbility insurance
Long Term Care insurance
Estate Planning insurance
Charitable Planning
Investment and Retirment accounts
Annuites

 For your Business, Medical or Dental practice

Coporate owned Life Insurance
Key Person Life insurance
Benefits for Employees
Benefits for Employers
Retirement Plans
Supplemental Executive Retierment Plans
Life Insurance for Buy/Sell agrement funding
Deferred Compensation plans
Non-Qualified Deferred Compensation plans
Sucession and Tranistion planning