At Financial Guideposts, we believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
Financial Guideposts offers professional money management for its clients in a “Fiduciary” capacity and serves its clients in a full disclosure, holistic environment. John A. White has over 35 years’ experience in serving his clients. Mr. White holds the “Chartered Financial Consultant” and the “Chartered Life Underwriter” professional designations. Financial Guideposts uses professional money management teams to assist in giving its clients the greatest opportunity to meet their financial goals.