Financial Guideposts

Empowering Empowering Financial Independence

Financial Guideposts stands as a beacon of guidance and support, helping individuals navigate the complexities of personal finance and achieve their financial goals. Led by experienced financial advisor John White, our team possesses over 35 years of collective experience, honed by a genuine passion for empowering individuals to take control of their financial destinies.

Our Commitment

Our mission is to provide tailored solutions and personalized guidance to clients, fostering a collaborative and empowering environment where financial wellness becomes a reality. We believe in:

• Client-centered approach: We prioritize understanding your individual needs, goals, and challenges to create a customized plan.
• Transparency and accountability: We openly share our process, fees, and progress, building trust and accountability in every step of the journey.
• Accessibility and affordability: We offer flexible payment plans and transparent fees to ensure financial planning is attainable for everyone.

1. Comprehensive Financial Planning

• Goal setting and financial analysis
• Investment planning and portfolio optimization
• Retirement planning and analysis
• Estate planning and wealth preservation strategies
• Insurance review and risk management

2. Wealth Management

• Investment portfolio management
• Retirement account rollovers and contributions
• Asset allocation and rebalancing
• Tax optimization strategies

3. Retirement Planning

• Maximizing Social Security benefits
• Roth conversion analysis and planning
• Understanding various retirement plans and their complexities
• Developing a sustainable withdrawal strategy

4. Financial Education

• Personalized financial webinars and workshops
• Educational resources and guides
• One-on-one consultations and coaching

5. Legacy Planning

• Estate planning and trust creation
• Durable power of attorney and healthcare directive preparation
• Review of existing estate documents and potential adjustments

Let's Partner in Your Financial Success

At Financial Guideposts, we believe financial success isn't just about numbers. It's about achieving peace of mind, securing your future, and living a life aligned with your values. We're committed to partnering with you every step of the way, empowering you to make informed financial decisions and confidently navigate your financial journey.