Business Planning

Business Planning
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Business Succession Options

A succession plan for your business is one of the most important safeguards you can use to ensure the company’s future success.
Business Planning
8.30.2021
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Estate Planning Strategies for Small Businesses

Estate planning allows for your assets to be distributed the way you want them to be after you are gone.
Business Planning
8.30.2021
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Protecting Against the Loss of a Key Employee

The unexpected loss of a colleague will likely cause you emotional pain, but that doesn’t mean it should cause financial pain as well.
Business Planning
8.30.2021
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Investing for Small Business Owners

With your business assets and legacy at stake, it’s important to understand investing strategy in order to avoid the common investing mistakes that many small business owners make.
Business Planning
8.24.2021
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Income Tax Planning Strategies
Income Tax Planning Scenarios
Business Planning
Small Business Planning and Business Retirement Planning
Education Planning
Education Planning Insights and Tips
Estate Planning
Trust and Estate Planning Information
Cash Management
Cash Management and Liabilities
Investments
Investment Management and Investing Tips
Retirement Planning
Effectively Plan for Retirement

White Rose Wealth Management

2200 S. George St,
Suite W-2,
York, Pennsylvania 17403
‍
717.747.1668

Peter Kelly offers financial planning, Aaron Trinh, and Joshua Hogan offer investment advisory services through Pruco Securities, LLC(Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. offering insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255.
White Rose Wealth Management, LLC is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Pruco entity. Peter Kelly, Aaron Trinh, and Joshua Hogan nor White Rose Wealth Management, LLC do not render tax or legal advice. You should consult with your own advisors regarding your particular situation.

White Rose Wealth Management, LLC does business in the following states:
Securities: PA, NJ, MD
Life Insurance: PA, NJ, MD
Variable Life Insurance: PA, NJ, MD
Property and Casualty: PA, NJ, MD
Mutual Funds: PA, NJ, MD
Fixed Annuities: PA, NJ, MD
Variable Annuities: PA, NJ, MD
1048175-00001-00