Retirement Coach

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 accomplish 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. 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →