Jack White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fidelis Financial Planning LLC in Saint Charles, MO and the surrounding communities.
Jack D. White is a CFP® professional and a Fee-Only™ comprehensive financial planner. He specializes in helping the middle market investor construct a Personal Financial Goal Plan to achieve their life goals in light of their particular life situations and market fluctuations.
Jack utilizes a team approach (and sophisticated software) to analyze and plan the investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on clients’ specific needs, circumstances, and goals. Options are available once the plan is prepared, but most clients request that Jack’s firm implement, monitor, and manage their assets according to the plan.
Jack’s services include investment, retirement, education, and estate planning as well as business valuations and assistance with bank loans for small businesses. He interacts with your current advisors – such as the attorney, accountant, mortgage broker, and insurance agent or he can also provide referrals of those he works with regularly.
Jack is a degreed accountant with broad experience in the banking, financial management, and accounting fields since 1969. His emphasis in financial counseling and planning began as an avocation in 1981 and became full time in 1992. He is passionate about financial planning education for the public and his clients, therefore, since 1998 he continues to teach one class a semester as adjunct faculty member at the University of Missouri-St. Louis or Lindenwood University.
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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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