1 All the Resources and Sophistication of a Large Firm with the Client Focus and Attention to Detail of a Small One – We are always focused only on our client.s needs, not ours. In addition, we have all the resources and experience of a large firm with the client service, attention to detail and specialized knowledge of a small one. 

2 This Is Our Life, Our Passion and Not Just Our Job – Because we are family owned and operated and we love what we do helping our clients achieve their goals is our LIFE and PASSION and not just our JOB! The success of our clients and the achievement of their financial goals allows us to achieve our financial goals.

3 Independence – We are independently family owned and never influenced by external sources or forces in the execution of our mission to focus solely on our client’s needs.  

4 Sophisticated / Yet Down to Earth – We have unique ability and experience that enables us to help from the most sophisticated to the most unsophisticated clients optimally.

5 Systemization – We are continuously developing and improving our client fulfillment systems to enable us to provide consistent and exceptional service to our clients. 

6 One Stop Shop – We provide a comprehensive, full-service one stop shop for all of your financial and advisory service needs and if we cannot provide it optimally then we typically know who can and refer you to them.  We also work with all your other advisors such as CPAs and Attorneys as part of your full-service team.

7 Team Work – Client relationships at our firm are managed as a team and not by a single specific individual so that there is always someone qualified available who is familiar with the clients’ goals and specific situation to assist them optimally at any time. In addition, this provides seamless uninterrupted continuation of the client’s relationship in the event of any advisor or staff change.  However, because we are a small and focused all of our clients always have a senior experienced advisor on their team.

8 Knowledge & Dedication to Continuous Improvement – The team members of our firm have dedicated themselves to obtaining the knowledge and education to assist our clients in the achievement of their financial goals.  Our team members hold key industry designations and degrees such as Certified Financial Planner, Masters in Business Administration & Finance, Certified Divorce Financial Analyst, Certified Structured Settlement Consultant and are continuously working to enhance and refresh their knowledge of the field at all times.


.

 

 

CONTACT US

 

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!