White Phoenix Advisors

Let us be your trusted partner in navigating the journey of retirement and estate planning.

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360° Estate Solutions

White Phoenix Advisors - Notary and Estate Planning

Notary Public Services

We offer in person and online notary public services for documents like wills, powers of attorney, and asset transfer forms.

Retirement Planning

We assist with financial planning, exploring investment options, and selecting the right living and care homes tailored to your needs.

White Phoenix Advisors - Notary and Estate Planning

Asset Transfers

Our experts guide you through the transfer of assets such as vehicles and real estate to beneficiaries or retirement facilities.

Estate Management

We help organize and manage estate documents to ensure a smooth transition and prevent any complications.

Transition Support

Stay informed with our workshops on retirement and estate planning.

Workshops and Seminars

Stay informed with our workshops on retirement and estate planning.

planning with expertise and care.

At White Phoenix Advisors, we specialize in providing comprehensive estate and end-of-life planning services. Our mission is to guide you  through the complex processes involved in planning for the future, ensuring peace of mind for you and your loved ones knowing that a clear plan is in place and practice.

White Phoenix Advisors - Notary and Estate Planning
White Phoenix Advisors - Notary and Estate Planning

Meet Our Advisors

Your team

Victoria A. Clarke

Managing Partner

Michelle Watkins

Paralegal & Notary

Leo Greig

Relocation Specialist

Haris Rice

Estate Administrator

Testimonials

What our Clients say

Testimonials

From our clients

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