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Focus, simplicity, think differently. Think boundlessly, work purposefully, live passionately. You can’t predict. You can prepare. If I am through learning, I am through.
 

What is the origin of White Blaze?

Hikers along the Appalachian Trail are guided in their journey by a series of vertical markings painted on trees by those who have navigated the trail before. These "white blaze" markings alert hikers to changes in terrain, forks in the trail and other decision points. They also reassure hikers that they are on the right path.

We took the name White Blaze for our team because we too guide our clients, providing clear and reliable advice, as they make their way toward achieving their financial goals and independence. Like those markings, we will be with them at all points along the trail, and with the next generation to help ensure that they successfully pursue their destination too.

Financial Planning

Your dynamic financial plan should balance accumulation, distribution, preservation and contingency strategies as you move through different stages of life.

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Investment Management

The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.

 

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Latest News

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Helpful Content

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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