Our mission at WHF is never losing our clients' money, even during market downturns.
We are passionate about helping people get control and use of their money, we are always seeking a better way and will do the same for each and every client.
Our philosophy is simple. To protect and grow your money. Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market and so choosing the ones that best meet an individual client’s needs can be complicated. You did the hard work of earning and saving for retirement. We help you simplify the options.
For more than a decade, Roger has used his financial planning expertise to help families in North Carolina and throughout the U.S. achieve the lifestyle they’ve always dreamed of.
Each phase of a family’s life has different financial needs. Sometimes you need life insurance, and sometimes you need a safe but powerful place to invest and grow extra money. Eventually, you’ll need Retirement Planning and Estate Planning.
Roger understands this cycle well and has been a trusted professional to many families who appreciate an honest “guy” who is looking out for their best interests, not the best interests of a company’s bottom line.
Roger is constantly providing guidance to military and federal employee families who often times think that government "savings plans" are great, when in fact they may not be. “The government is good at some things, but not all things,” says Roger.
Roger provides options to his clients that are counter to the Wall Street propaganda of "buy, hold and hope". There are MANY ways to save and grow money without risking it in the Stock Market casino.
He founded White Horse Financial in order to shed the “sell this” pressure that comes with a large financial firm. As an independent financial planner, Roger picks and proposes what is best for the client, not the company.
He helps families save and invest their money through a simple but effective philosophy of:
1) Never again lose money to stock market downturns.
2) Stop taxes from eating up retirement dollars when accessed.
3) Create an income that will last a lifetime.
The Early Years
Before his Financial Planner career, Roger spent 21 years in the Engineering Industry as a toolmaker and designer, where he was trained to always seek a better way and to always listen to a worker’s (now family’s) situation.
It is in his blood to always ask why things are done a certain way and what the long-term consequences of a particular strategy will have on the outcome versus the intended purpose.
This type of thinking and resourcefulness is exactly what families need from their financial planner. Not handling the end-game properly can be very costly.
Roger and his family
Roger grew up in North Carolina, the youngest of five baby boomers in a military family. He is an avid athlete and three-year letterman in two sports; football, track and field. He still loves working out, mountain biking, hiking, skiing, and playing tennis (though time has slowed him down a bit ). He is also a voracious reader and a lifetime learner.
Roger and his beautiful wife, Jennifer, live in Fayetteville, NC, where they are members of the local Church. They have four grown children and three grandchildren. Faith and family are very important to him.
Jennifer holds a Master’s Degree in Education where she devoted 31 years of service to teaching middle school students. After retirement she chose to pursue the real estate world and received her Broker License. Jennifer is an excellent teacher at heart, while working in the school system her last 15 years were spent mentoring Academically Gifted students, preparing them for success in life. She brings that same spirit of excellence to serving clients. Jennifer is excited to broaden her experiences and work alongside her husband Roger, as his Executive Assistant in the financial services industry. So as you can see Jennifer believes in a lifetime of learning. She is also a mother and a GiGi. She loves spending time with family and the grandkids. Jennifer enjoys cooking, reading, walking and going to the beach!!
Brittany C. Moore
Brittany C. Moore
South Carolina (2016)
University of North Carolina Wilmington (B.S. Business Administration-Finance, cum laude, 2013)
Charleston School of Law (J.D., cum laude, 2016)
Federal Courts Law Review, Articles Editor
Presidential Honors Program, Charleston School of Law
Beta Gamma Sigma International Honor Society
North Carolina State Employees Credit Union “People Helping People” Scholarship Recipient
Brittany is one of our financial strategists and also a practicing attorney who is dedicated to helping her clients solve their financial and legal needs. She has utilized her finance degree to help many individuals and families station themselves in smarter and safer financial positions. After Brittany helps her clients with an individualized financial plan to meet their current and future needs, she assists them with a proper estate plan with the objective of avoiding unnecessary taxes, fees, and of course, probate.
Brittany and her husband, Shawn, reside in the quaint town of Calabash, North Carolina with their beautiful daughter, Jennilee, and their two pups. They attend Highest Praise Church and spend most of their free time on the shores of Sunset Beach. Brittany enjoys playing tennis, hiking, volunteering, and spending quality time with friends and family.