Click Here if you enjoy reading about Financial Planning, Economics and Investing. Contact us for our expert advice and for more information tailored to your specific financial situation.
Do you need an MSA for your case?
We have many clients who are still very confused regarding the issues concerning the use of Medicare Set
Aside (MSA) arrangements in both Workers
Compensation and Liability Settlements. White House Financial has
completed a significant amount of research on this subject and hope that our Medicare Set Aside Facts document will help
clarify some of the issues pertaining to this topic. [click here download PDF file]
Are you self motivated and good with people?
If so, and you are interested in joining our leading edge firm, please click below for more information on several positions we are interviewing for a Financial Consultant (link to PDF file).
If you're ready to join our growing business, please email your resume to
info@whitehousellc.com. We'd love to hear from you!
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
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!
