Our entire team is dedicated to being more than financial advisors; we believe we must be advocates and stewards of our clients’ resources.Learn More
We provide comprehensive wealth management services because we understand the importance of evaluating, discussing and monitoring all issues affecting a client’s financial life.Learn More
We are independent advisors, so we have no outside interests, no proprietary products and no affiliations with special interest groups.Learn More
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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
In the face of divorce, making changes to insurance coverage may be overlooked.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Military families face unique challenges, making personal finance even more critical.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a quick guide to checking to see if you have unclaimed money.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Around the country, attitudes about retirement are shifting.