WHITESPACE FINANCIA, LLC
A Boutique Investment & Wealth Management Company

WhiteSpace Financial Retirement Plan Services

WhiteSpace Financial aims to be the firm of choice to provide the company retirement plans of closely held, privately owned businesses in Northern California. Our commitment par excellence to client firms is threefold:

1.      We work with client firms to make company contributions or set a goal to begin company contributions within three years of engaging WhiteSpace Financial as advisor to the company and its team. 

2.      We work closely and directly with the business principals, beginning with the initial consultation and continuing throughout our service. Their decisions are best made with a good understanding of their own wealth management implications and opportunities for sponsoring the plan. 

3.      We bring the WhiteSpace to your employees, engaging in conversations on savings rates and the definition of retirement in addition to more traditional guidance. We help employees prosper from their years on the company team. We succeed because we bring and build commitment to a massive, lifelong task.

We start with a thorough assessment of any company retirement plans now in place, including interviewing the main business principal(s). Request a thorough review and analysis of your company retirement plan by clicking here. [box]

CLIENT CONFIDENTIALITY BEGINS WITH THIS INFORMATION.

Email address (mandatory): ___________________________________________________

Company Name: ___________________________________________________________

Your role at company: _______________________________________________________

First Name: ____________________ Last Name: __________________________

Address 1: ________________________________________________________

Address 2: ________________________________________________________

City: _________________________ State: ____ Zip: ________-_____

Phone: ___________________ Preferred contact (phone, letter, email):  [pull down menu: phone, letter, email]

Please begin our conversation by telling us about what you are doing now and how we might help you.

[BOX TO TYPE IN LONG COMMENTS…NO LIMIT ON HOW MUCH THEY GIVE US (e.g. 13 characters remaining).  Convert date to email to info@ourwhitespace.com]

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Copyright © 2009 White Space
Last modified: 03/17/09