John White, CLU, ChFC
Helping You Make Smart Choices About Your Money
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Financial Guideposts
John White, CLU, ChFC John
Serving Clients Nationwide
Helping You Make Smart Choices About Your Money
5 out of 5 Stars
Rate this
Advisor
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
- Social Security
- Tax-Smart Accumulation Planning
About John White, CLU, ChFC
I am passionate about helping individuals achieve financial independence and the freedom to live on their own terms. With over 35 years of experience as a financial advisor, my top priority is understanding your unique situation and crafting personalized strategies that perfectly align with your goals, values, and vision for the future.I earned my Bachelor of Science in Business Administration from the University of West Georgia in 1970. I began my collegiate journey at the University of North Georgia, where my time on the prestigious Blue Ridge Rifles drill team instilled a lifelong commitment to discipline and excellence. These experiences laid the foundation for my approach to guiding clients through life’s financial complexities.
I believe financial success starts with clarity and understanding. That’s why I take the time to ensure you have a plan and fully grasp the details of your finances and investments. By simplifying complex financial concepts, I empower you to confidently make informed decisions, knowing every choice supports your long-term goals.
When not working with clients, I enjoy traveling to new destinations, exploring different cultures, and appreciating life's finer things. These passions enrich my life and help me bring a balanced, thoughtful perspective to my work with my clients.
I aim to be your trusted partner in navigating life’s financial challenges and opportunities. Together, we’ll create a clear, actionable path toward the financial freedom and peace of mind you deserve.
Professional Designations
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Percentage of Assets Managed
- Pro Bono
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Financial Guideposts
At Financial Guideposts, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.FAQs:
Question #1:
How will working with Financial Guideposts as my financial advisor be different from another advisor I'm thinking about hiring?
Answer #1:
When comparing Financial Guideposts to other financial advisors, you’ll notice our distinctive, holistic approach. We focus on education and transparency, ensuring you fully understand your finances and investments. Unlike some advisors who may only emphasize investment management, we take the time to explain every aspect of your financial situation, which not only builds your confidence but also empowers you to make informed decisions.
At Financial Guideposts, we prioritize your comfort and clarity above all. We’re committed to making sure that you feel at ease discussing your financial concerns and goals. This personalized service, grounded in comprehensive financial planning, helps you achieve greater overall financial well-being. So, you can rest assured that when you partner with us, you’re not just receiving advice—you’re gaining a supportive financial ally focused on your long-term success.
Question #2:
Along the lines of the above, what makes Financial Guideposts different from other firms?
Answer #2:
When it comes to differentiating Financial Guideposts from other firms, it primarily boils down to our comprehensive approach to financial advising. We believe that a successful financial strategy goes beyond merely managing traditional investments. At Financial Guideposts, we strive to understand your entire financial life.
Our team assesses various aspects of your financial situation, including budgeting, Social Security timing strategies, Medicare options, disability insurance, life insurance, and tax considerations. This holistic view allows us to tailor recommendations that align with your unique needs and long-term objectives. We prioritize understanding who you are as an individual, including your values, lifestyle, and aspirations, ensuring that any advice we provide resonates with your overall financial goals.
Thus, our goal is not just for your investments to succeed, but for every element of your financial life to thrive in harmony. Rather than viewing finances in isolation, we foster a connection between all these components, helping you build a sustainable financial future. This personalized focus sets us apart and ensures that you’re not only making sound investment choices but also laying the groundwork for a fulfilling financial journey.
Question #3:
Am I a good fit to become a client of Financial Guideposts?
Answer #3:
Deciding if you’re a good fit to become a client of Financial Guideposts hinges on your approach to financial planning. We emphasize a process rather than just a one-time event. If you are someone who is looking for ongoing, proactive financial guidance rather than a quick transactional relationship, then you might find that our firm aligns well with your needs.
At Financial Guideposts, we believe that financial planning is not simply about creating a plan and then moving on; it’s about continuously adapting and refining that plan as your life evolves. We seek to work with individuals who are open to having regular discussions, especially during significant life changes—whether that’s a new job, a marriage, a retirement, or any other milestone. These reviews are essential because, in order for any financial goal to be met, adjustments often need to be made along the way.
For example, as life circumstances change, so do financial priorities and objectives. Regular meetings enable us to review your financial situation, adapt your strategy, and ensure everything is tailored to support your current and future goals. This helps build the long-term success we are aiming for, as it is through these ongoing collaborations that we can give personalized advice that truly resonates with your unique lifestyle and ambitions.
If this resonates with you and you value a partnership in your financial journey—one that involves regular check-ins, discussions about adjustments, and a genuinely supportive relationship—then you’re likely a good fit for Financial Guideposts. We invite you to engage with us in this process, as we are committed to helping you navigate your financial life with clarity and confidence.
We can help you address:
▪️ Investing principles and strategies
▪️ Retirement investing and distribution strategies
▪️ Estate conservation issues
▪️ Risk management analysis
We also can answer your questions, including:
✔️ Can I retire early?
✔️ Are my investments working hard enough?
✔️ What’s a good approach for college savings?
✔️ What are the elements of a sound estate strategy?
✔️ Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
IMPORTANT NOTICE AND DISCLOSURE
The information and material contained in this communication is confidential and privileged information, intended for the recipient addressee named. If you are not the intended recipient, please contact the sender as soon as possible and destroy all copies of the original message. Any unauthorized review, use, disclosure, or distribution is prohibited. Peace of Mind Planning LLC, dba AdvisorShare Wealth Management (“ASWM”) is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. ASWM is not a law firm or accounting firm and does not provide legal or accounting advice. Please be advised that we cannot rely on e-mail requests to authorize, direct, or effect the purchase or sale of any security, wire transfer, or to affect any other transactions. Such requests, orders, or other instructions sent by email will be confirmed verbally prior to their anticipated execution. For current clients, please remember that it remains your obligation to contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate or modify any restrictions on the management of your account(s). Until we are so notified, we will continue to rely upon and provide our services pursuant to your most recently provided information.
Education
University of West Georgia, Bachelor of Science (BS), Business Administration | University of North Georgia, Business Administration and Management, General
Hobbies and Interests
- Family
- Fishing
- Hunting
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Caregivers
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Living in Retirement
- Military
- Parents
- Physicians
- Single Women
- Therapists
- Veterans
- Widow
- Women in Transition
- Women Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
I have known John White for over 30 years.He is the epitome of a southern gentleman, a very kind, compassionate and caring individual. He has advised me with my disability and life insurance needs for the past 30 years and is now my go to for my retirement plan. He has covered the business aspect of my career, but he is also a friend. I was diagnosed with an illness several months ago, and he has called numerous times to check on me, not as his client, but as his friend.I received the most beautiful “Thinking of you card” an origami card. Knowing I am part Asian, he was thoughtful and his words of encouragement will be remembered for always. He is truly an honorable man who takes pride in taking care of his clients and friends, your needs always his number one priority.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
I have been working with John for decades . It started with a disability policy in the beginning of my career and progressed through life insurance, the move from hospital employee to self employed retirement planning , and now the proper strategy for my post retirement years . His guidance has helped make my retirement years financially secure .
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
I have had both business relationship and friendship with John White for close to 40 years. He has assisted me in insurance needs past, present and future across that entire time attending to both personal and family needs. He has also been available for financial guidance and assistance when that need has arisen. He is always readily available via telephone, email and text messaging whichever was most appropriate at the time. I have recommended his services to countless work associates and others when it comes to job specific disability insurance needs (he provides a great product in a complicated industry) and stands by that product which delivers what that policy says it will deliver if that need arises. As he entered into the financial consulting arena I found his philosophy and guidance to be in the best interest of me, the consumer. It has been a pleasure and very reassuring knowing and working with John over this period of time.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2024
I have known John since I was a student nurse anesthetist in mid 1980's.He understood the needs of young students who were about to begin their careers.He presented options for me to protect myself and family with disability and life insurance coverage ,which I have to this day.He also assisted in obtaining policies for my children when they reached adulthood.John knows the ins and outs of the insurance business as well as securing a sound financial footing.He puts his clients needs first.I highly reccomend John White. Philip Hogue CRNA
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 16, 2024
John has always been cheerfully responsive, informative, timely in his distribution of articles that are pertinent to your age and lifestyle, and willing to discuss and or explain reasons for any suggestions he makes. Young clients, and potential clients, would do well to listen to his experience.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2023
John White has been my financial advisor for around 27 years. He always has our best interest considered for my and my daughter’s future. I would highly recommend him for your financial services! He’s the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2023
John White is knowledgable, reliable, ALWAYS available (even on vacation!)and extremely patient with clients’ repeated anxious curiosities.
He’s a gem.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2023
I have been a client of John's for at least 30 years. He first helped me with disability insurance and then he handled getting my retirement plan together. I retired early thanks to John. He has always been informed, personable and easy to reach. When he tells you he will do something, you can count on it. A great individual.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2023
Have been a client of John White’s for years. He has been great over the years and he’s a great human being. Wouldn’t change a thing.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 9, 2023
John is a great guy to work with!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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