David White - Investment Management Consultants

David White - Investment Management Consultants David has been Series 7 licensed since 1995 and has focused his practice on financial planning, reti

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/15/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
06/12/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/10/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
06/08/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Have a kid heading off to college? Here are a few tips.
06/05/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

David has been Series 7 licensed since 1995 and has focused his practice on financial planning, retirement planning, and portfolio construction for individuals as well as employer sponsored retirement plans. 

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
06/03/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Here are eight mistakes to avoid when.
06/01/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Saving for college doesn’t have to be as complicated as college itself.
05/29/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

There are many factors to consider before tapping retirement money to pay for college.
05/27/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Address

6465 S 3000 E, Ste 200
Salt Lake City, UT
84121

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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