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David White & Associates provides comprehensive financial planning for small business owners and their employees. We now provide you with a resource for Retirement Plan information.

Business Owners

Business owners interested in sponsoring a Plan can go to our Retirement Plan Design page to get connected with with our Retirement Plan Specialist. Plan design is critical to the success of your Plan and we will help you find the plan that will accomplish your personal and business retirement goals.

Participants

Retirement Plan participants can visit our Participants page to learn how to keep your Retirement Plan in good shape. Also visit our Calculators page to find out if you are doing all that you should be to ensure a successful retirement.

Contact Soozie McDonald, Director of Retirement Plan Sales

(800) 548-2671 

If you are a current client feel free to contact your DWA Advisor.
                        
 
3150 Crow Canyon Place, Suite 200
San Ramon, CA   94583
Phone (800) 548-2671    Fax (925) 277-2601 		 
    

Licensed for Securities Sales in California.  Licensed for Insurance Sales in California.

CA Insurance LIC: 0504164

The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.

Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation. 

Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member FINRA/SIPC.
AIC and David White & Associates are not affiliated.