Key Financial Services (formerly known as White Group Benefits, Inc.) focuses on providing financial solutions to small business owners, independent contractors, & entrepreneurs, their employees and families who have financial, health & welfare needs. We incorporated in the State of Ohio in 2000 as White Group Benefits, Inc., an independent broker of financial and insurance products based in Dublin, Ohio. We began offering financial planning services in 2007.
Employee Benefit Plans, Administration and Payroll Services offered as an affiliate of
Registered Representative and Investment Advisor Representative
Amvest Securities, Inc., RIA
Member FINRA/SIPC
1395 E. Dublin Granville Road, Suite #203 Columbus, Ohio 43229-3314
Phone: 614-431-2004 | Fax: 614-431-1627
Securities offered on fully disclosed basis
Mutual Fund Retailer and Registered Investment Advisory Firm
Our founder & president, Rebecca L. White, has practiced as an insurance agent since 1990 and as a registered representative since 1996. She is also a Certified Financial Planner ™. Rebecca holds both a bachelor's and master's degree from The Ohio State University. Ms. White holds the following licenses: Life, health, accident and variable insurance license, with residency in the State of Ohio. She also holds a Series 7 security license.
Key Financial Service's mission is to assist individuals, small business owners and self-employed people to manage risk and achieve financial independence.
Key Financial Services achieves this mission by:
- Establishing practical & affordable insurance and financial plans that meet the goals
- of the individual client
- of the business, its owner and its employees
- Implementing these insurance and financial plans
- Maintaining the insurance and financial plans according to state and federal regulations & the requirements of the plan underwriters
- Retirement & Pension Planning--IRA's, 401(k),403(b), SIMPLE IRA's, SEPs
- Financial planning, including
- Assistance in setting achievable goals
- Evaluation of assets & liabilities, cash flow & net worth,
- Planning to reach accumulation goals for
+ College Funding
+ Purchase of a Home
+ Purchase of a Business or Other Asset
- Risk planning for disability, long-term care, and casualty
- Investment planning and asset allocation
- Business succession planning
- Survivor needs and estate planning
- Provide customer support for the plans, products & services we offer.
- Group & Individual Major Medical Insurance, Health Savings Account Plans, Life and Disability Insurance, from a variety of financially sound, highly rated carriers. These carriers include, but are not limited to,
- Investments, including wrap accounts
The type and level of compensation we receive is dependent on the
plans or products selected by the client. Compensation may be
fee-only, commission-only, or a combination of both. Compensation
will be fully disclosed and accepted by the client before the
products or plans will be placed.
Click here to view our privacy notice.
Rebecca L. White CFP®
White Group Benefits, Inc. dba
Key Financial Services
545 Metro Place South, Suite 100
Dublin OH 43017
Ph: 614-764-3645
Toll free: 866-74WHITE
Fax: 614-764-3646
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