Retirement Planning
Planning services for retirement and Social Security benefits.
White Light Financial
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About White Light Financial
Financial advisory services for individuals and businesses are the core offering. Individual services include life, health, and long-term care insurance, retirement planning, Social Security benefit maximization, and wealth-building strategies. For companies of varied sizes, White Light Financial develops long-term strategies for group insurance and employee benefits, addressing changing regulations, plan changes, and costs. Personal service is supported by cloud-based technology for client access to assistance. The firm also offers a video series on wealth strategies and free term insurance quotes. White Light Financial serves clients in Chula Vista, California.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of White Light Financial and not provided by the business.
Services & specialities
Highlights
Company Benefits
Long-term strategies for group insurance and employee benefits.
Insurance Options
Individual life, health, and long-term care insurance services.
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