Key Services
Retirement Savings Optimization
"We help you build a tax-efficient retirement plan so you can keep more of your hard-earned money. Whether you're just starting or nearing retirement, we tailor solutions to your goals."
IRA & 401(k) Rollovers
"Avoid costly mistakes when moving your retirement accounts. Our experts simplify the rollover process, ensuring compliance and optimal growth."
Social Security Maximization
"Discover the best time to claim benefits and strategies to increase your lifetime payouts—without guesswork."
Don't worry, we can help!
Trust & Compliance Elements
"Registered financial advisors with 10+ years of experience."
"No commissions or hidden fees—just transparent advice."
Disclaimer: "Investment returns are not guaranteed. Past performance does not guarantee future results."
Get expert guidance on when to take Social Security, plan for retirement, protect your savings with long-term care strategies, and optimize taxes - all tailored to your unique goals. Stop guessing and start with a clear, personalized financial plan. Our fiduciary advisors provide transparent advice so you can move forward with confidence.
Your dreams deserve a strong financial foundation. Let us help you build a retirement plan that aligns with your goals, including strategies to create reliable income streams. Our experts will work with you to optimize your pensions, Social Security, and other assets - helping you prepare for both expected needs and unexpected challenges.
While every retirement journey is unique, we're here to provide knowledgeable guidance at every step. Together, we'll explore solutions to help keep your plans on track.
Financial Planning & Management
Wealth Management:
Our wealth management services provide customized financial strategies for individuals and families at all wealth levels – from building financial security to preserving generational assets.
Retirement Planning:
Smart retirement planning starts early. We help you create a personalized roadmap by analyzing your timeline, expenses, tax considerations, and risk tolerance – empowering you to make the most of your savings potential.
Long Term Care Planning:
Long-term care planning helps protect your independence and assets if you face extended health needs. We explore all options – from in-home care to facility care – to find solutions that fit your situation.
Life Insurance Solutions:
Life insurance provides financial protection for your loved ones. We’ll help you understand your options to ensure your policy aligns with your family’s needs and goals.
Long-Term Care Awareness:
Many Americans overlook affordable long-term care solutions. Let’s explore options to help protect your savings from unexpected healthcare costs
Free Resource:
Request our complimentary guide ‘Don’t Go Broke in a Nursing Home’ to discover:
1). 9 practical strategies to help protect your assets
2). Key considerations for long-term care planning
Book Appointment
TESTIMONIALS
Real customer testimonials voiced using generative AI.
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Jules G.
Mr. White did a great job finding us the insurance packages we needed. The coverage is more than adequate and the price is right.
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Charles A.
Phillip was very friendly and knowledgeable. He helped find policies that would work for us. He kept in contact with me.
Phillip was very friendly and knowledgeable. He helped find policies that would work for us. He kept in contact with me.
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Samuel H.
Phillip has been my agent for several years. Always responsive and will find an answer to my questions.
Phillip has been my agent for several years. Always responsive and will find an answer to my questions.
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Allison T.
the person I spoke with on the phone was wonderful! great to be back with farmers insurance!
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Jackie W.
phillip white was a very thoughtful, and very helpful with getting our new insurance ..we give him 10 out of 0.
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Niel L.
Knowledgeable, friendly, prompt to respond with answers to questions.
Knowledgeable, friendly, prompt to respond with answers to questions.
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Larry J.
Our agent came to our house after finding that we didn’t have the correct type of coverage on our home. We have a small farm and raise beef cattle. Our original policy did not offer coverage for farm liability. Our new policy not only covers farm liability but also covers our tractor and other equipment. We are very glad our took the time to Get to know us and what coverages we really needed!
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Marshall C
Phillip is very personable. I felt at ease from the first greeting to the final signature. He is knowledgeable, answering all my questions and walked me through the transfer process. I believe I have made a good choice in both Farmers and Phillip White.
Phillip is very personable. I felt at ease from the first greeting to the final signature. He is knowledgeable, answering all my questions and walked me through the transfer process. I believe I have made a good choice in both Farmers and Phillip White.
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Matthew G.
Phillip has been very helpful and responsive with our search for a new insurance company. We chose Phillip White with Farmers because it is nice to have someone local with great coverage and competitive rates.
Phillip has been very helpful and responsive with our search for a new insurance company. We chose Phillip White with Farmers because it is nice to have someone local with great coverage and competitive rates.
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Danny H.
He was great
He was great
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Jackie B.
Phil has always been very polite and informative.
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Leslie A.
Very helpful. Walked me through the whole process.
Retirement Logistics, LLC offers personalized retirement planning and financial services. Investments involve risks, including the possibility of losing principal. Past performance is not indicative of future results. Tax strategies are subject to current laws and are not guaranteed. This ad provides general information and should not be considered personalized financial, tax, or legal advice.
For more details, please consult with a certified financial advisor to discuss your unique financial goals. Contact us at [email protected] or (417) 849 5003. Not all services are available in every state.