White Pine Investment Corp

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:00 pm

27 Years

in Business

(734) 464-2532Call Visit WebsiteVisit Website Map & DirectionsDirections17199 N Laurel Park Dr Ste 209Livonia, MI 48152 Write a ReviewWrite Review

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Mon - Fri:	8:30 am - 5:00 pm

White Pine Investment Corp

Tax Planning
To get to your destination, it’s best to know where you are and have a plan to move forward. To begin, we take a close look at your current savings, income, and expenses. Next, we talk about your financial goals, taking your age, tolerance for risk, and the current investment landscape into consideration. We run Monte Carlo simulations that test a thousand paths your portfolio might take. By adjusting the major levers of savings, spending, retirement date, and investment portfolio options, we work together to create a plan that meets your needs and maximizes the likelihood of the best possible outcomes. Your financial picture may include charitable giving, estate planning, and the use of tax planning strategies such as Roth conversions. Each will be addressed and worked in to your overall plan.

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Email

Extra Phones

Phone: (734) 469-4536

TollFree: (888) 818-2080

Location

Powerscourt

Other Links

http://wpinv.com

https://wpinv.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (734) 464-2532

Address: 17199 N Laurel Park Dr Ste 209, Livonia, MI 48152

Website: http://wpinv.com

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White Pine Investment Corp

Tax Planning
To get to your destination, it’s best to know where you are and have a plan to move forward. To begin, we take a close look at your current savings, income, and expenses. Next, we talk about your financial goals, taking your age, tolerance for risk, and the current investment landscape into consideration. We run Monte Carlo simulations that test a thousand paths your portfolio might take. By adjusting the major levers of savings, spending, retirement date, and investment portfolio options, we work together to create a plan that meets your needs and maximizes the likelihood of the best possible outcomes. Your financial picture may include charitable giving, estate planning, and the use of tax planning strategies such as Roth conversions. Each will be addressed and worked in to your overall plan.
Charitable Giving
We will take into consideration your age, tolerance for risk, and the current investment landscape. Additionally this plan will allow us to address key considerations that come up throughout your retirement such as: Roth Conversions, Charitable Giving, Estate Planning. We strive to achieve this in a tax efficient manner.
Income Tax
Yes. One of the benefits of an individual equity portfolio is the ability to control taxable events more closely than through mutual funds. When we make decisions regarding whether or not to sell a security in your account, we first look at the investment merits of that decision. We then consider the tax consequences of selling a security. For example, the majority of our investment holdings are held for more than 12 months, thereby subjecting them to a more favorable capital gains tax rather than an ordinary income tax.
Capital Gains Taxes

Investment Management
Thinking he could do better by clients, Russ started White Pine Investment Company in 1997. He reviewed many possible business structures and settled on a Registered Investment Advisor format which has a fiduciary responsibility to act solely in the best interests of its clients. At White Pine, this means that the only method of payment is an investment management fee; there are no incentives for the company to sell products as there are no products to sell. In addition, he instituted a policy that employee portfolios would mirror those of clients’ and have the same fee structure, thereby aligning everyone’s interests.
Mutual Funds
While you are taking care of the rest of your life, we will be focusing our attention, time, and resources on your financial well-being. Historically, equities have yielded the highest returns, though they come with higher volatility. Most White Pine client portfolios contain 35-40 holdings, with an average holding period of four to five years. Exchange traded funds or mutual funds often round out client portfolios. Our stock selection philosophy follows the lead of investment pioneers such as Warren Buffet, John Templeton, and Benjamin Graham. We analyze companies’ expected future cash flows, revenue growth, earnings power, competitive advantages, and management strength to determine their intrinsic value. When the market price of these companies is below that value, we buy.
Wealth Management
Over 15 years as an advisor at large brokerage firms taught Will how a firm’s corporate direction could impact clients’ retirement plans. So when a friend introduced Will to White Pine’s completely independent wealth management experience void of ”pushing” products and instead built upon deep relationships with multiple generations of clients, he was interested. He was surprised though that a triple bogey ultimately led to his position at White Pine. When Will found himself patiently hacking through waist-high weeds on hole #16, he looked over and saw Tony and Russ smiling at him. Folks able to keep a level head, maintain a sense of humor, and have a bit of humility in the weeds often exhibit those same characteristics at work. Will’s reaction to his bad hole confirmed his place at White Pine where he utilizes his BBA in Finance from Eastern Michigan University and his Certified Financial Planner designation. Outside of work, he enjoys spending time with his wife, Sarah, and their two very active daughters at dance, soccer, basketball, and the lake.

Financial Planning
Today you could take the first step to finding a financial advisor. Hard work in your business has gotten you where you are today. You probably know a lot about the ins and outs of your field, but most schools do not teach financial planning even though numerous, important financial decisions have to be made in a lifetime. With inadequate information and training, these decisions can be overwhelming. It’s easy to go wrong.
Retirement Planning

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