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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

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Debt Stress

There’s a link between debt and stress.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Student Loan Refinance Calculator

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

How Long Will My Savings Last If I Become Disabled?

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

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

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

College Savings

See how much you may need to save now to cover future college costs for your child.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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