Educational Videos

Managing Marriage and Money Dealing with the Death of a Loved One
Managing Marriage and Money Dealing with the Death of a Loved One

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Client Profiling Kit

Getting Organized

First Things First
Creating a Financially Organized Life

Recommended Reading

Click Here if you enjoy reading about Financial Planning, Economics and Investing. Contact us for our expert advice and for more information tailored to your specific financial situation.


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Medicare Set Aside Facts

Do you need an MSA for your case? We have many clients who are still very confused regarding the issues concerning the use of Medicare Set Aside (MSA) arrangements in both Workers Compensation and Liability Settlements. White House Financial has completed a significant amount of research on this subject and hope that our Medicare Set Aside Facts document will help clarify some of the issues pertaining to this topic. [click here download PDF file]

Are you self motivated and good with people? 

If so, and you are interested in joining our leading edge firm, please click below for more information on several positions we are interviewing for a Financial Consultant (link to PDF file).

If you're ready to join our growing business, please email your resume to We'd love to hear from you!

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