White Rhino Financial
About Our Firm
A Coordinated and Integrated Approach To Your Success
At White Rhino Financial, we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
Our mission is to use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetime. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well being.
At White Rhino Financial, we offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes.
Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future.
White Rhino Financial is an agency of The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, White Rhino Financial is well equipped to work with you to build your future.
We Offer a Wide Variety of Services
Personal Planning: Retirement Planning, Investment Management, Money Management, Retirement and Estate Planning. Debt Structuring. College Funding and Charitable Giving. Life, Disability, and Long Term Care Insurance Planning.
Employee Benefits: Major Medical, Dental, Group Life, Group Short & Long Term Disability. Voluntary Benefits, Pension Design and Administration. Life, Disability and Long Term Care Insurance planning. Employee Financial Wellness Programs.
Executive Benefits: Supplemental Life and Disability Income Protection, Business Insurance, Succession Planning, Buy-Sell Agreements, Key Person Insurance, Split Dollar Agreements.
Talk with one of our advisors today about any of these services and the many others we might offer.
Strength. Growth. Innovation.
When choosing a financial provider, it’s important to look into the history and core values that form a company’s foundation. Since 1860, Guardian has been committed to protecting clients so they can enjoy freedom from worries and uncertainties. Guardian provides individuals, businesses, and their employees with high quality products and services, sound advice and vision. The financial strategies they provide are backed by the company’s solid reputation and long-term focus.
Their solid footing on unsteady ground illustrates how Guardian’s strength is deeply rooted and sustainable. It also reinforces growth and innovation with determination. Challenges do not go away, but Guardian is positioned to maximize every opportunity, as they stay vigilant. As they have for decades.
“As a mutual company, we manage our company in the best interests of our owners, the policyholders. We have no stockholders, as publicly held insurance companies do. Because we’re unencumbered by obligations to manage to Wall Street’s short-term, quarter-to-quarter demands, we’re able to always focus on our top priority: our policyholders. Their interests come first.”
Deanna M. Mulligan
President and Chief Executive Officer, Guardian
“Guardian’s success as a company is a reflection of our continued commitment to providing clients with the highest level of service.”
Donald P. Sullivan, Jr.
Senior Vice President and Interim Head of Agency Distribution and Park Avenue Securities, Guardian