Effective Game Plan
Effective Game Plan


Advice in Common Language

White Ember Straightforward feess
Straightforward Fees

Download one of our free guides.

4 common mistakes people make with their first million
7 secrets to accumulating your first million
8 Tax Loopholes

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At White Ember Financial Planning, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at White Ember we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment

We Listen
2. Meet with us for a custom listening session

personalized strategy
3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our team follows a disciplined process when it comes to managing your investments. Learn More

Risk Management

Your Wealth Advisor works with our team of Insurance Specialists to identify risk exposure, in order to minimize the potential damage of an unexpected life event. Learn more

Tax Planning

Our team of CPA’s can help you with your tax planning needs. Learn more

Financial Planning

Our Wealth Enhancement Group is comprised of a team of financial professionals who are experienced in developing wealth plans designed to meet your unique needs and goals. Learn more

Estate Planning

Your Wealth Advisor and Wealth Enhancement Group can help you with your estate planning needs and formalize your wishes. Learn more

Personalized Wealth Management

White Ember is dedicated in providing financial well-being through exceptional education communication and service. We are an advisory firm with locations in Nevada, Missouri, and NW Arkansas. White Ember is dedicated to serving families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management.

Contact us today and let White Ember help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

Read more

Carson Partners

Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

Read more

Our Locations

Headquartered in Nevada, Missouri, White Ember Financial Planning is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.

Read more

Insights

White Ember Financial Planning’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

wealth management, financial planning for parents, Carson Wealth
Blog
Teaching Kids about Money from Childhood Through ...

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

Read More
economy opening
Market Commentary
Market Commentary: Economy Slightly Improves as Restrictions ...

Another 2.4 million people filed initial unemployment claims last week. The number has declined for seven straight weeks. Unfortunately, 2.4 million is more than three times higher than the pre-COVID-19 record, and the pace of decline remains slow. Because the number remains stubbornly high, optimism for a sharp economic recovery is dropping.

Read More
Video
Roth Planning Opportunities in 2020

Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article

Read More
529 Plans, financial planning
Monthly Newsletter
How to Use a 529 Plan to Help 2020 ...

Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite of passage.

Read More
News
3 Roth Conversion Traps To Avoid After The ...

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

Read More
Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

Read More
Blog post
Weekly Market Commentary
  • Market Commentary: Coronavirus Takes Toll on Retail, Manufacturing

    The global economy continues to slow rapidly, based on key data released last week. In the U.S., retail sales dropped 16.4% from March to April. Individuals cut back on purchases due to risks from the coronavirus, lockdowns, and declining income from job losses. The drop increases to 21.6% when compared to one year ago. Industrial production showed similar weakness, falling 13.7%. Read more