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Personal

Our entire team is dedicated to being more than financial advisors; we believe we must be advocates and stewards of our clients’ resources.

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Comprehensive

We provide comprehensive wealth management services because we understand the importance of evaluating, discussing and monitoring all issues affecting a client’s financial life.

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Independent

We are independent advisors, so we have no outside interests, no proprietary products and no affiliations with special interest groups.

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Financial Services, Tax & Legacy Planning

Welcome to M. White Financial Services, home to a team of professionals dedicated to assisting our clients in every aspect of their financial lives.

We encourage you to explore our site and learn more about our organization, our people and the unique way we assist our clients with their wealth management issues. We welcome the opportunity to share this information with you and look forward to becoming personally acquainted with you and your family.

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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