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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

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

 

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Inflation & Retirement

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

Social Security Tax Estimator

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Federal Capital Gains Tax Estimator

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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