About Me: Helping others has always been a big part of who I am. I'm passionate about helping people and businesses understand their finances, so they can reach their goals. I'm also a husband and dad. My wife, Julie, and I have two kids, an almost 6-year-old girl, and 3-year-old boy. We love spending time at Nama and PaPa's pool or at the baseball field having fun together as a family. Who I Help: Businesses: I work with businesses to set up and manage retirement plans like 401(k)s using a process we've developed to help make sure everything runs smoothly.Individuals: I also help individuals who are getting ready to retire or are already retired.Challenges You Might Face: Businesses: Offering retirement benefits is important for attracting and keeping great employees. I can help you make sure your retirement plan is working well for your employees and is cost-effective.Individuals: If you're worried about having enough money for retirement, I can help you make a plan. It's important to make sure you're on track and not making any costly mistakes.How I Can Help: Businesses: I offer a free review of your current retirement plan to see if it's doing what it should. If you're just starting out, I can help you figure out the best way to begin.Individuals: I help cut through the confusing world of investing by creating a plan that fits your goals and needs for retirement.Overall Philosophy: I'm here to make financial stuff easier to understand. My goal is to work with you to make sure your plan is tailored to you and helps you reach your goals. Contact me now to set up a 15-minute discovery call. Office: 252-492-8466 Email: jonathan.white@edwardjones.com