Financial Resources

These resources are available for you to start thinking about your financial planning options. Contact David B. White Financial to better understand how to maximize your investments and get the most out of your financial plan.

Retirement Income Planning

Find resources on planning your retirement, retirement tax considerations, and navigating retirement options.

Estate Planning

Find resources on navigating estate taxes and gifting.

Investment Planning

Find resources on investment options, risks, and types.

Personal Finance

Find resources on protecting your identity, asset protection, and planning for worse case scenarios.

Tax Planning

Find resources on taking advantage of tax incentives, deductions, and more.

Education Planning

Find resources on planning for your child’s education.

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