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 confidence 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 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.
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.
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