The White Planning Group

P.O. Box 5126
Charleston, WV 25361

Phone:

304 610 0990

E-mail:

bwhite@pfinancial.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

Protecting Your Most Precious Assets

Independence

Objectivity

Expertise

Our clients - successful families and the businesses they founded - value a clearly defined path to help you grow wealth today and help preserve it over future generations. They realize the planning process can be complex, so they trust us to distill the process down to achievable objectives, flexible strategies, efficient implementation, and proactive management.

The life insurance products and wealth transfer strategies that our financial professionals offer clients, help them formulate a plan with the goal of growing and preserving their wealth over the course of their lives and developing a plan for their continuing legacy.

We're here to help educate you regarding the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

Newsletters

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators