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
Wealth Management
View Full Bio

Request Information

Video Library

NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan