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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Caleb White Financial Planning

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United States
Raleigh, NC
Caleb White Financial Planning

Nationwide financial planning firm based out of Raleigh-Durham, NC. What are your goals? What is important to you?

As an independent CERTIFIED FINANCIAL PLANNER™ professional, my sole mission is to help my clients achieve their financial goals. I listen to what is important to them and then provide a tailored strategy to meet their needs. I seek the most efficient and flexible path to achieving these goals and assist them with implementing the proper solutions in a tax efficient manner.
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My financial pl

anning philosophy is:
- It is important to start with the end goal in mind. Then we develop a customized approach to provide confidence and optimism in achieving your goals.

- Planning is a collaborative process, not a one-time event. It requires fine tuning and adjustments over time.

- Clients deserve an independent fiduciary when it comes to their financial planning. Our advice will always be in your best interest.

- Every financial plan should include actionable solutions and a clear timeline to meet your specified goals.

- Clients are best served by a financial planner that integrates all facets of their financial picture. Not solely an investment advisor trying to beat the market or chasing returns.
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My clients usually have done a good job saving/investing on their own, but they are wondering if they should be doing something else. They want to create financial independence and build generational wealth. These thoughts typically occur around life events: promotions, starting at a business, having a baby, buying a home, purchasing a second home, contemplating retirement, entering retirement, etc. If you’d like to learn more, schedule a complimentary meeting by following this link – https://bit.ly/4ggoq2y, sending a FB message or calling 919-234-7114.

09/02/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!

08/27/2026

Today, our team wanted to share some key information about a life insurance policy issue we’ve seen over the years: insufficient coverage. Many people establish life insurance policies, then ignore them for years — even though their income has increased, and they’ve assumed greater financial responsibilities (such as getting married, having children, or taking on a mortgage).

Life insurance is designed to replace your income. If your paycheck supports your household, regardless of what that looks like, your coverage should reflect that responsibility. Swipe for key details on how to estimate your current life insurance needs and when it makes sense to review your policies.

If it’s been a while since you last reviewed your coverage, or if your income has changed significantly since we last spoke, our team would be happy to help you take a closer look and ensure everything still aligns with your current situation.

08/25/2026

Many small business owners assume offering a 401(k) plan is too costly or complicated, but that perception does not always reflect today’s reality.

The good news is that 401(k) plans are often more flexible and accessible than expected, especially with available tax advantages and modern solutions that simplify administration.

Eligible businesses may benefit from tax credits and deductions that help offset startup and administrative costs, and plan designs can be tailored to fit your budget, with optional employer contributions.

If you have been holding off due to concerns about cost or complexity, it may be time to take another look. Contact us to learn how offering a 401(k) plan can be a practical and valuable addition to your business.

08/20/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

08/19/2026

Attracting and retaining top talent takes more than offering a competitive salary. Today’s workforce places greater emphasis on benefits that deliver long-term value, financial security, and overall well-being, making a strong benefits strategy more important than ever.

Swipe through to take a single-question pop quiz, and consider how your current benefits package aligns with what employees value, as well as where there may be opportunities to strengthen your offerings.

If you are evaluating your current approach or exploring new ways to enhance your benefits package, contact us to learn how we can help.

08/18/2026

Small changes can lead to big results, especially when it comes to retirement plan participation. Automatic enrollment remains one of the most effective ways to help employees start saving earlier and more consistently. By removing the need to “opt in,” employers can reduce hesitation and make retirement planning a natural part of the onboarding experience.

In fact, recent studies show that plans with automatic enrollment can reach participation rates as high as 94%, compared to just 67% for plans without it. If you are considering adding or enhancing automatic enrollment, swipe through for some best practices to keep in mind.

Automatic enrollment is more than just a feature. It is a strategic approach to removing barriers, increasing participation, and supporting long-term financial wellness. Contact us if you have any questions about implementing or improving automatic enrollment within your retirement plan.

08/13/2026

When it comes to strengthening your benefits package, a 401(k) employer match can play a key role in supporting both your employees’ financial futures and your business goals. If you are considering offering or enhancing a 401(k) match, there are a few important insights to keep in mind. Swipe to learn more.

If you have questions about implementing or optimizing a 401(k) match, reach out to us today. We are here to help.

08/11/2026

Making a change to your company's 401(k) plan might feel like a big undertaking, but it doesn’t have to be.

With the right guidance, the transition can be more seamless than expected, and the long-term benefits for your team can be well worth it. From improved plan features to better alignment with your company’s goals, a thoughtful change can make a meaningful difference.

If this is something you have been considering, now may be a great time to start the conversation. Reach out to us today to explore your options and take the next steps with confidence.

08/10/2026

August often brings a natural pause. It marks the stretch just past the halfway point of the year, where we reflect on what’s working and what’s growing. For many business owners, that reflection leads back to one key area: the people who make everything possible.

The most successful businesses are rarely built on systems or strategies alone. They are built on people who feel supported and valued, and are continuously developing. When you invest in your team, your clients, and the relationships that matter most, the results tend to take care of themselves.

As we move through this month and look ahead to what is next, we want to hear from you: What is one way you are investing in your people or your relationships this August? Share it in the comments. We would love to cheer you on!

08/07/2026

The kids are headed back to school, and that can only mean two things: The house is quiet again, and the coffee is hot for the first time in months.

However you are feeling about back-to-school season this year, we hope the transition is going smoothly for your family. As always, if there is anything we can do to help, do not hesitate to reach out. That is what we are here for.

Address

8601 Six Forks Road, Ste 400
Raleigh, NC
27615

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

https://provisionwealthmgmt.com/

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