White & Company Financial Planning, Inc. was founded in October 2000. We are a fee-only Investment Adviser located in Sunnyside, Washington and serve clients in the Pacific Northwest.
In the late 1990s the owners of our affiliated CPA firm, White & Company, PC responded to clients expressing a need for independent investment advice by forming White & Company Financial Planning, Inc. to provide financial planning and investment management.
White and Company Financial Planning, Inc. is strictly a fee-only financial planning and investment management firm. We do not sell annuities, insurance or commissioned products.
No commissions or finder’s fees in any form are accepted. We have the experience to help you identify goals, assess your current situation and recommend strategies to achieve your goals.
Our background as accounting professionals provides a unique perspective. As accountants, we have an in-depth understanding of the income tax code and financial information that helps provide a focus on after tax results.
This background also gives us an understanding of a wide range of cash flow situations and experience with providing advice for individuals regardless of financial resources or age.
Please give us a call today if you are interested in either personal financial planning or our investment management services.
Your initial consultation is free!