Online Survey

Thank you for allowing us the opportunity to work with you! Please take a moment to let us know how we can improve our service to you or assist you in other ways. THANK YOU!!!

On a scale of 1 to 10 (1 being the lowest and 10 being high) please rate the following:

1.) Does our team promptly return your calls and emails?
How important is this to you?
2.) Are your questions answered to your satisfaction by our team?
How important is this to you?
3.) Are the review updates you receive from us easy to read and understand?
How important is this to you?
4.) How would you rate your overall level of service from our firm?
How important is this to you?
5.) How often would you like us to contact you in a 12 month period?
How many meetings should be face to face?

6.) Is there anything you would like us to change or improve?

7.) What do you think differentiates our firm from other financial planning and services firms?

8.) If we do not have a valid email address for you and you would like us to please enter it below:?

9.) Has any of your contact information (i.e. phone, address, email, etc.) changed?

10.) Which of the following areas are you interested in learning more about?

Education Planning
Annuities
Financing / Mortgages
Structured Settlements
Retirement Planning
Divorce Financial Planning
Attorney Fee Structures
Other:
Comprehensive Financial Planning
Life Insurance
Estate Planning
Long-term Care Insurance
Health Insurance
Tax Planning
Business Succession Planning
Disability Insurance

Client Referral:

We do not do any marketing so that we can devote all of our Firm's time and resources to serving our clients. If you know someone you feel we could also help we would greatly appreciate you letting us know who they are!!!

Referral Name:

Phone:

Email:


May we let them know you referred us? Yes     No
If YES, please let us know who you are:

Client Testimonial:

Client testimonials are VERY important to us. If you would like to express what you like about working with us or how we have helped you we would greatly appreciate it!!!

Your Name:

Once you have filled out the survey form please click the button below to submit your answers.

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!