About Joan White-McCain

About Joan White-McCain

Joan assists her clients in making sound, well-informed financial decisions about their investments and insurance.  She feels that by helping her clients make the most of their assets and income, it will, not only, help them during their life time, but also enable them to pass on a legacy to those persons or organizations that are important to them.

For more than 20 years, Joan has been in the financial services industry.  She has helped her clients with their financial fitness goals of educating children, saving for retirement and protecting income and assets from disability, death and extended care events.  Joan is a professional and has built a solid client base by expanding her business through client referrals.

Joan values education and shares it by conducting workshops on financial fitness and long term care.  She earned her Bachelor of Science degree from Miami University and holds the professional designations of:   Chartered Financial consultant (ChFc), Chartered Life Under writer (CLU) and Certified Long Term Care Specialist (CLTC).  She is series 7 securities registered which enables her to facilitate stock transactions.

Joan sees her role as a financial fitness coach.  She has helped clients make wise, well-informed decisions about consequence management, investments and retirement plans so that they can work towards a healthy financial independence.

Joan has a passion for helping others through her work and through volunteering in the community and in her church’s youth ministry.  She enjoys tennis and dancing during her free time.