Date Awarded: -

Stephen White, Certified Estate Planner™ and partner of The SAFE Group, has been helping retirees and those nearing retirement for over 20 years. He is a leader in comprehensive wealth management for individual investors and multi-generational planning. His safe money strategies have helped his clients save millions of dollars over the last two decades and the latest market collapse. His stringent code of ethics places his clients' needs above all others and demands uncompromising integrity in every aspect of business conduct.

Stephen works in San Antonio, Texas and all surrounding areas. He has spent his career helping people statewide realize their financial goals and reduce their taxes. He looks forward to working with you as your trusted Certified Estate Planner™ and Financial Advisor.

Stephen's areas of expertise also include:

  • Equity Indexed Annuities and Fixed Annuities
  • Non Qualified & All Qualified Accounts
  • IRAs, 401Ks, 403Bs,TSAs, 529s and CDs
  • Safety of Principal
  • Monthly Income, Yearly Income, Lifetime Income

Offices and Associates located in CA, TX, LA, TN, PA, OH, KY, NC, MS and FL

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