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Brett White

Financial Advisor

871 Venetia Bay Blvd Ste 300A
Venice, FL 34285

Phone:

941-223-3877

E-mail:

  • Linkedin

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Reviews annual enrollment dates and options for Medicare participants.

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Explores how investment strategy changes once retirement begins.

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Describes how Roth accounts can generate tax-free retirement income.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much would your monthly lease payment be?

How Long Will Your Funds Last?

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck