Products & Services

At Whitehouse Financial Group, we provide assistance in the following areas:

Investments

  • Common Stock
  • Tax-Free Municipal Bonds
  • Treasury Bills
  • Government Securities
  • Treasury Notes

 


Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Asset Allocation
  • Estate Preservation Planning
  • Retirement Planning
  • Pension Rollovers/Transfers
  • Coverdale IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational IRA

Insurance

 

Mutual Funds

 

Variable Annuity