Kay White
Financial Advisor|CLU®
Professional
My Purpose
My professional expertise has spanned two countries and at the core of that career has been my overarching desire to provide my clients with high level service and be a trusted resource in providing for their families and building their dreams.
My belief is that financial freedom is represented more by choices than just account balances. It is my mission to provide my clients with comprehensive and personalized planning so that they have the ability to choose. I achieve this by working with like minded individuals who are motivated to create an impact on our families, communities and generations to come.
In building my practice, I have the privilege of meeting many different people who allow me to be an intimate part of their lives. Creating and maintaining their trust is my top priority. It is an honor to be the person who my clients turn to during their triumphs and during their struggles. I help my clients along their journey of hitting their financial goals while being protected in the event that something unfortunate happens.
I show my investment in my client's lives not only by what I say but by what I do. For this reason, I strive to deliver plans that are achievable and energize my clients to take action to attain their financial goals.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly. Let's talk!
Personal
Kay is originally from Jamaica and is fiercely proud of the talent, resilience and ingenuity of her country. Jamaica has diverse foods, locations and vibes which are unlike anywhere in the world - Portland has her heart for its beauty & peace.
Kay's spends most of her time with family & friends and enjoys travelling and loves visiting new places, sampling the food and learning about the cultures - so far she has been to four continents and over fifteen countries and has enjoyed every stop!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
