Comprehensive Wealth Planning

Why Fee-Based Planning?

At Mark White Wealth Advisors, we believe financial advice should begin with your goals—not a product.


Our fee-based planning approach allows us to provide personalized recommendations tailored to your unique financial situation, retirement goals, tax considerations, and long-term objectives. By focusing on planning first, we can deliver objective guidance designed to help you make informed financial decisions.


We believe in transparency. You'll have a clear understanding of the services being provided and the costs associated with those services, allowing you to focus on what matters most—your financial future.

What's Included?

We utilize industry-leading planning technology, including RightCapital, to help you make informed financial decisions and gain greater clarity about your future.


Retirement Planning

  • Create multiple retirement scenarios based on retirement age, spending goals, investment allocations, and expected rates of return.
  • Stress-test your plan against key risks that can impact long-term outcomes, including inflation, market volatility, longevity, and healthcare expenses.
  • Develop sustainable retirement income strategies designed to help meet your goals.


Tax Planning

  • Project future tax liabilities throughout retirement.
  • Analyze Roth conversion opportunities and other tax-efficient strategies.
  • Evaluate charitable giving strategies that may help reduce taxes and support your philanthropic goals.


Estate & Legacy Planning

  • Organize and review estate planning documents.
  • Coordinate with your estate planning attorney and other professionals.
  • Evaluate potential estate tax considerations and wealth transfer strategies.


Investment Guidance

  • Perform due diligence on investment strategies, managers, and financial products.
  • Review economic and market outlooks utilizing research from LPL Financial and other respected sources.
  • Ensure investment recommendations align with your overall financial plan and risk tolerance.


Professional Coordination

  • Collaborate with your CPA, attorney, mortgage professional, and other trusted advisors to help ensure all aspects of your financial life are working together.


Ongoing Support

  • Responsive access to our team via phone, email, and meetings.
  • Dedicated support staff to assist with account servicing and administrative requests.
  • Regular plan reviews and updates as your circumstances evolve.
  • Educational webinars and client events featuring specialists on topics such as Medicare, Social Security, retirement planning, tax strategies, and market updates.
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