2012 WHITE HOUSE ADVISORY COUNCIL

We held our first White House Advisory Council meeting on March 22, 2012. We created this group to provide us with feedback on our business, to have a forum to bounce ideas off of and to have an outside body that would hold us accountable for the execution of our business plan.

The term of our Advisory Council members is three years and there will be two meetings per year as well as any necessary communications in between meetings. The current members of our Council, some of whom are clients and some of whom are not, include:

Elizabeth Barry - Managing Director and COO of the University of Michigan Life Sciences Institute.
Patrick Conlin - Attorney with Keusch, Flintoft & Conlin PC
Karen Ferguson - Retired Ann Arbor school teacher
Gregory Rose - Partner with Deloitte Consulting
David & Kristina Taylor - Retired scientists living in Colorado
Jim Woods - Former CEO of Ann Arbor Machine Company and independent business consultant who helps businesses grow and thrive.

Topics discussed at our meeting included our history, our focus, the demographic of our clients and why people should hire us.

Our ideal client demographic are families who have accumulated or are starting to accumulate self made wealth, who appreciate advice and our personal touch.

We focus on helping our clients live an easier and less stressful life through the achievement of their financial goals by providing comprehensive, client focused financial advice and exceptional service.

In addition, the Council discussed why we feel people work with our firm. We fell that it is due to the fact that they get the resources, sophistication, experience and knowledge of any large firm with the personal touch and attention to detail of a small one. One Council member who is a long time client mentioned that we "Make you feel like you are our only client!" Which was an amazing compliment!

White House Financial & Investment Solutions, LLC

COMPREHENSIVE – CLIENT FOCUSED – FINANCIAL ADVICE

114 South Main Street • Suite 300 • Chelsea, Michigan 48118 • Phone: (734) 433-1670 • Fax: (734) 433-1671
www.whitehousellc.com

Securities offered through Sigma Financial Corporation. Member FINRA/SIPC
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor

Securities offered through Sigma Financial Corporation.
Member FINRA / SIPC
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor
Please note that the client testimonials on this site may not be representative of the experience of other clients and
That the testimonial is no guarantee of future performance or success.
www.finra.org | www.SIPC.org

Copyright 2009-2011. White House Financial & Investment Solutions, LLC. All rights reserved.
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Our Valued Clients come to us from: Ann Arbor, Battle Creek, Birmingham, Bloomfield, Brighton, Canton, Chelsea, Columbus, Dexter, Grass lake, Howell, Jackson, Lansing, Manchester, Plymouth, Saline, Toledo, West Bloomfield, Whitmore Lake, and throughout Michigan and Ohio!

Financial Planning Ann Arbor | Financial Planning Chelsea, Michigan

White House Financial assists clients in Ann Arbor, Chelsea, Jackson and the surrounding areas with the planning necessary to achieve their financial goals. Our highly-trained certified financial planners understand and practice the discipline necessary to counsel clients from a wide range of financial and professional circumstances. Our financial advisors provide advice that fits our clients’ needs and wishes, not "one size fits all" solutions, so that our advise is highly prized by those who secure our services. Many clients regard us as more than planners and come to see us as their complete financial consultants — trusted advisors who assist with existing challenges as well as planning for the future. Whether you’re in need of investment management, financial planning, retirement planning, asset management, settlement consulting, investment consulting or wealth management, Whitehouse Financial can provide the appropriate advice.

Financial Management Ann Arbor | Financial Management Chelsea, Michigan

White House Financial assists clients with the implementation of their financial plans as well as the achievement of their financial goals. Our financial advisors take into account the entire financial circumstances of our clients, including budgeting, debt reduction, cash flow management and investment management. Investment management, an important component of financial management, is a specialty that requires particular knowledge. Make sure that your most trusted financial advisors (who are sometimes called "financial planners") are capable investment consultants or that they have access to respected partners in the investment community in Southeast Michigan and Ohio. Sound investment management is the key to your long term success!

Wealth Management Ann Arbor | Wealth Management Chelsea, Michigan

For "high net worth" individuals in Ann Arbor, Chelsea, Jackson and the surrounding areas, White House Financial applies its expertise in a manner designed to best suit the portfolio of each client. Our financial advisors carefully consider the history of our clients’ businesses and investments, their present needs and circumstances, and their financial and legacy goals, to manage their investments in a manner that accords with their wishes. At the same time, we are fully confident in the training and expertise of our staff of certified financial planners, consultants, securities traders, and advisors, and we don’t hesitate to present critical information and analysis to our wealthy clients. Whether you call it "wealth management" or "financial management," our staff of financial consultants can help manage your investments to provide the risk & return ratio that you seek.

Settlement Consulting Ann Arbor | Settlement Consulting Chelsea, Michigan

Deciding how to approach a structured settlement can be one of the most important financial decisions you’ll ever make. The settlement of a legal dispute uses special financial vehicles specifically designed for each case. Our settlement consultants and financial advisors can advise the parties to a legal dispute regarding these vehicles and provide expertise as to the best strategies to use to settle the dispute and achieve the financial goals of the litigants. Don’t enter into a structured settlement without getting fully informed as to the financial consequences of the settlement. Let our highly-trained settlement consultants analyze the financial pros and cons of the offers on the table, and, together with your attorney, inform you of the best approach to maximize your financial outcome, and how to best manage your investments. If you’re considering a structured settlement in the Ann Arbor, Chelsea or Jackson area, contact our financial planners for expert advice!

Retirement Planning Ann Arbor | Retirement Planning Chelsea, Michigan

One critical aspect of financial planning is helping to prepare you for retirement — a specialty field for financial consultants called "retirement planning." Our certified financial planner and expert staff of financial consultants assist you with the implementation of your financial plans as well as the achievement of the financial goals that will help you maintain or even raise your standard of living after retirement. Our financial consultants take into account your entire financial circumstances, including your investment goals, debts, family issues, and financial aspirations. A critical aspect of retirement planning - investment management — is part of every great financial manager’s outlook, and is a specialty that requires particular knowledge. Make sure that your most trusted retirement planners are capable investment consultants. Proper planning can pave the way for prosperous retirement!