Jeff White, CFP® , CRPC

Since 1982, Jeff has shown people just like you how to simplify their financial life and make a smooth transition from work to the kind of retirement they've always dreamed about, as well as create a financial legacy that benefits generations to come. When you work with Jeff White, you choose what goes into your investment portfolio.  Jeff's job is to present you with the best possible investment options to pursue your objectives. And he continues to work with you throughout your retirement, advising you about changing financial markets and tax laws, and monitoring your portfolio and suggesting ways to improve it.