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Herbert C. White, CFP®, MBA

Life Certain Wealth Strategies, LLC

8400 E Prentice Ave
Ste 715
Greenwood Village, CO 80111
Phone: (303) 793-3999
Fax: (303) 793-3988

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.