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White Horse Financial, Inc

  • Roger Harris | 910.339.2625
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Our Services

There are many financial products in the market today, 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.  

Products and services include:

  • 401(k) and IRA rollovers and transfers to Safe Harbor assets.
  • Guaranteed Lifetime Income Annuities (GLIA) for you and your spouse.
  • Private Reserve Strategies (PRS) for business owners, never have to borrow from the bank again.
  • 101 Plans for tax advantaged lifetime income, create income stream you cannot outlive.
  • Life insurance for tax free wealth transfer, double your assets without probate or taxes.
  • Long-term care, disability and critical illness added to most financial tools.

 

Our Services

  • Investments
  • Retirement Planning
  • Estate Planning
  • Insurance

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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Schedule your First Free Consultation Here

Phone: 910.339.2625

Email: rogerharris@whitehorse-financial.com

4200 Morganton Rd Executive Suites 2nd floor Suite #22, Fayetteville, NC 28314

    

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