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.
Learn MoreInvestment Management
The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.
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.
Learn MoreHelpful Content
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
To choose a plan, it’s important to ask yourself four key questions.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
View all articles 
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.