A PRODUCT FOR EVERYONE

WHITE CEDAR CAPITAL UNDERSTANDS that our clients don't all share the same goal or objective.  That is why we offer an array of products, services and strategies to help establish our clients on the right financial track.  We offer the following:

  • Financial Planning

  • Retirement Planning

  • Portfolio Evaluation, Design and Management

  • Increasing Rates of Return on Your Money and Investments

  • Estate Planning / Protecting and Preserving Your Estate

  • Individual and family Trusts

  • Income Tax Planning / Reducing Your Income Taxes

  • College Expense Planning

  • Stock Option Analysis

  • Business Continuity Planning

  • Wealth Risk Exposure Review / Asset Protection

  • Charitable Gift Planning

  • Comprehensive Insurance Review

  • Pension Plan Design and Management

  • Business Succession Planning

  • Tax Efficient Wealth Distribution / Legacy Planning

  • Stocks

  • Mutual Funds

  • Bonds

  • UITs

  • ETFs

  • Options

  • Variable Annuities

  • Fixed Annuites

  • REITS

  • LPs

  • 401(K)

  • IRAs