Welcome to Rick White Consulting

Rick White has been in the financial services industry for more than 40 years. A wellregarded author, speaker, educator and consultant, he cofounded Retirement Wealth Academy. His company, Rick White Consulting, is a Tax & Estate Planning Design consultant to Patriot Wealth Management, Inc. in Raleigh, NC, as well as numerous business owners, professionals and highly paid executives.

  • Retirement Advisor
  • Co-Founder of The Retirement Wealth Academy
  • National Social Security Advisor Certificate Holder
Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
QPRt
CRT
TORCA
Wealth Management
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Video Library

NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan

QPRt