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Casi Chaney

Settlement Coordinator

Casi Chaney, a graduate of Florida State University, received her Bachelor of Science in Business Management in 2002. In 2008, Casi earned the distinguished Certified Structured Settlement Consultant designation through the NSSTA program developed in conjunction with the University of Notre Dame Mendoza College of Business Executive Education Program.

Casi began her professional career in the banking industry in April 2003, working as a Personal Banker for Bank of America. In July 2004, she joined Wachovia Bank as a Financial Specialist, where she was responsible for achieving individual and team goals in loan and deposit products, along with maintaining a high level of customer service. While at Wachovia, she was the highest producer in her training class.

After several years in banking, however, Casi was ready to make a career move. In October 2005, she joined Millennium Settlements as the Executive Assistant to the CEO and CFO. In August 2006, she was promoted to Structured Settlement Coordinator and worked with Millennium for five years before joining Structured Financial Associates as a Structured Settlement Coordinator.

Financial Planning

White House Financial assists clients in Ann Arbor, Chelsea, Jackson and the surrounding areas with the planning necessary to achieve their financial goals. Our highly-trained certified financial planners understand and practice the discipline necessary to counsel clients from a wide range of financial and professional circumstances. We provide advice that fits our clients’ needs and wishes, not “one size fits all” solutions, so our financial advisors are highly prized by those who secure our services. Many clients regard us as more than planners and come to see us as their complete financial consultants – trusted advisors who assist with existing challenges as well as planning for the future. Whether you’re in need of financial planning, retirement planning, asset management, settlement consulting, investment consulting or wealth management, Whitehouse Financial can provide the appropriate advice.

Financial Management

White House Financial assists clients with the implementation of their financial plans as well as the achievement of their financial goals. We take into account the entire financial circumstances of our clients, including budgeting, debt reduction, cash flow management and investment management. Investment management, an important component of financial management, is a specialty that requires particular knowledge. Make sure that your most trusted financial advisors are capable investment consultants or that they have access to respected partners in the investment community in Southeast Michigan and Ohio.

Wealth Management

For “high net worth” individuals in Ann Arbor, Chelsea, Jackson and the surrounding areas, White House Financial applies its expertise in a manner designed to best suit the portfolio of each client. We carefully consider the history of our clients’ businesses and investments, their present needs and circumstances, and their financial and legacy goals, to manage their investments in a manner that accords with their wishes. At the same time, we are fully confident in the training and expertise of our staff of certified financial planners, consultants, securities traders, and advisors, and we don’t hesitate to present critical information and analysis to our wealthy clients.

Settlement Consulting

Deciding how to approach a structured settlement can be one of the most important financial decisions you’ll ever make. The settlement of a legal dispute uses special financial vehicles specifically designed for each case. Our settlement consultants can advise the parties to a legal dispute regarding these vehicles and provide expertise as to the best strategies to use to settle the dispute and achieve the financial goals of the litigants. Don’t enter into a structured settlement without getting fully informed as to the financial consequences of the settlement. Let our highly-trained settlement consultants analyze the financial pros and cons of the offers on the table, and, together with your attorney, inform you of the best approach to maximize your financial outcome. If you’re considering a structured settlement in the Ann Arbor, Chelsea or Jackson area, contact us for expert advice!