Phillip B. White CO., INC

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Home - PB White Co. Skip to content Menu Request Appointment Financial Planning for Retirement Goals Unexpected Events Identifying Risk Planning a Legacy Life Welcome to PB White Co. Prudent, personal, objective, independent, and comprehensive financial planning and advice. For three generations, we have positioned our client’s financial goals and well-being as the primary drivers of our success. We begin every client relationship by seeking your answers to the following two questions: What do you hope to accomplish? What is important to you? PB White Co. strongly adheres to five core planning areas: Investment Advice and Management, Tax Analysis, Estate Planning, Insurance, and Retirement Planning. We also apply sophisticated financial modeling techniques using state of the art technology to quantify and substantiate our recommendations. Bruce White Principal Building the Life You Love Financial Planning Investment Advice Risk Management Estate Planning Tax Planning Retirement CFP 7-Step Process ( Source ) A Proven Process As fiduciaries, we have a duty to provide information, document and act in the best interest for each client. PB White Co. strongly adheres to the CFP Board s 7-step process of financial planning which focus on getting to know the client s current financial situation and goals and end with continually measuring performance toward those goals and updating them as necessary. We also apply sophisticated financial modeling techniques using state of the art tec

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