We Set up and manage small business retirement plans.
White Pine has partnered with Vanguard so you can expect exceptional service and high-quality, low-cost funds.
Tax Savings
You benefit from tax-deductible employer contributions and tax-deferred investment growth.
Build Savings
Small-business owners are largely responsible for their own retirement. We can help both owners and employees prepare for retirement.
Retain & Attract Employees
A high-quality retirement plan from a reputable partner like Vanguard can keep you competitive in retaining and attracting employees.
We also offer Portfolio management.
White Pine develops and implements a customized plan for you and your investment accounts.
Financial goals
We help your business work toward its financial goals by helping your money grow.
Manage
We proactively manage your investment accounts to maintain proper asset allocation and provide ongoing tax savings through tax minimization strategies.
Monitor
We monitor global markets and analyze changes that may impact client accounts and tax strategies.