Contact

It all begins with a meaningful conversation.

Practical and highly effective financial planning and retirement planning from Boca Raton, Florida — working with clients nationwide. Meet in person, by phone or by video, whichever is easiest for you.

Send Nancy a note

Tell us a little about what’s on your mind. Nancy or her team will reach out within one business day.

  For your security, please don’t send account numbers, Social Security numbers or trade instructions through this form or by email.

Call

Office561-997-8800

Cell561-690-6002

Tap either number to call from your phone.

Email

nhite@osaicwealth.com

Please don’t email account numbers, Social Security numbers or trade instructions.

Visit

1200 North Federal Highway, Suite 300
Boca Raton, FL 33432

Get directions →

Meet virtually

Nancy works with clients nationwide by phone or video.

Check the background of this investment professional on FINRA’s BrokerCheck.

Prefer to pick a time?

Book your 20-minute Wealth-Builder Clarity Call.

Online booking is coming soon — for now, call or email Nancy to pick a time. It’s a relaxed, no-obligation conversation — you’ll leave with a clearer sense of where you stand and what to consider next.

  • 20 minutes, by phone or video
  • No cost and no obligation
  • Bring your questions — statements are optional

Online booking is coming soon.

In the meantime, call or email Nancy and she will set up your Clarity Call at a time that works for you.

Call the office · 561-997-8800Nancy’s cell · 561-690-6002Email Nancy

What happens next

Simple, from the very first step.

01

You reach out

Book a time on the calendar, send a note, or simply call the office.

02

A 20-minute conversation

Nancy listens first: your goals, your worries, and what money means to you.

03

Clarity on next steps

You’ll know whether a full planning engagement makes sense — and there’s never any pressure.

Questions

Good to know before we talk.

Yes. The 20-minute call is complimentary and comes with no obligation. It’s simply a chance to see whether working together makes sense.

No. Nancy works with clients nationwide — in person in Boca Raton, and by phone or video everywhere else.

No — we work alongside them. Nancy can share retirement planning options designed to help reduce current and future taxes, coordinated with your CPA or tax advisor and your attorney. Neither Osaic Wealth nor its representatives offer tax or legal advice.

Just your questions and goals for the first call. If you decide to move forward, we’ll let you know which statements and documents will help build your roadmap.