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

Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.

The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.

Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
View all articles 
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
View all calculators 
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations 
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Emerging Market Opportunities
What are your options for investing in emerging markets?