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Financial Planning Division
Helen K. White personally meets with each client for an INITIAL PRESENTATION AND NEEDS ASSESSMENT.
This 45 minute meeting is at no charge to you and allows HelenK to understand some of your needs
and to present our capabilities and services in finer detail. Should you decide to utilize our resources,
HelenK will not merely design your plan, but work with you to successfully implement it as well. In doing
your Financial Plan, she will look at your Retirement and Estate Planning needs; along with family goals:
Education Planning; Business Planning; and so forth. You will be given an estimate of what funds you need
to save to meet your goals, as well as the investment advice to meet them. Ms.White will then meet with you
periodically to review the progress of your Plan.
Insurance Division
Proper risk management is the foundation in any Financial Plan. At Line Upon Line, we can ensure the
stability of your financial goals by insuring you, your family, and your business with the most competitive
products on the market.In this division, we can help you shop for the most competitive products in the area
of Life Insurance, Health Insurance, Business Insurance, Mortgage Insurance, Long Term Care Insurance,
Disability Income, and so forth. Ms.White's firm is an "independent" firm; as such, she can find the best
products to meet your needs. Often, when reviewing the existing insurance you may now own, we find there
is a more cost-effective way; thus, saving you premium dollars that you can invest in your goals and objectives.
Investment Division
The most efficient way to increase your money is to let it work for you. This is best accomplished through
intelligent investment decisions. This division is staffed with experienced professionals, ready to serve you.
Securities offered through JP Securities Corp.,
a registered Broker Dealer,
Member NASD/SIPC
And trading is done through Pershing, LLC
Investment Division trades through Pershing, LLC and thereby can offer you the opportunity to purchase any
stocks, bonds, Mutual Funds, etc that are offered in the market. Ms.White will provide an analysis of the
current portfolio you have, making recommendations were necessary. She will manage your investments and send
reports to you on a regular basis that will show you your earned returns, etc. She maintains a diversified
strategy of investing; and has more than 29 years of experience managing money.
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