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Focus, simplicity, think differently. Think boundlessly, work purposefully, live passionately. You can’t predict. You can prepare. If I am through learning, I am through.
 

What is the origin of White Blaze?

Hikers along the Appalachian Trail are guided in their journey by a series of vertical markings painted on trees by those who have navigated the trail before. These "white blaze" markings alert hikers to changes in terrain, forks in the trail and other decision points. They also reassure hikers that they are on the right path.

We took the name White Blaze for our team because we too guide our clients, providing clear and reliable advice, as they make their way toward achieving their financial goals and independence. Like those markings, we will be with them at all points along the trail, and with the next generation to help ensure that they successfully pursue their destination too.

Financial Planning

Your dynamic financial plan should balance accumulation, distribution, preservation and contingency strategies as you move through different stages of life.

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Investment Management

The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.

 

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Latest News

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Helpful Content

Medicare At 65+

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65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

 

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Starting a Roth IRA for a Teen

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Compare two different scenarios side by side to see how they stack up over time.

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See how inflation over time could affect the purchasing power of your retirement income.

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Estimate your potential federal capital gains tax liability on the sale of an asset.

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Get a snapshot of your overall financial picture by calculating your total net worth.

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Estimate how much of your Social Security benefit may be subject to federal income tax.

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Compare your current student loan terms to a potential refinance to see if it makes sense.

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Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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Do you have causes that you want to support with donations?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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