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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.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Taking this quiz may help increase understanding of estate planning.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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Use this calculator to estimate how much income and savings you may need in retirement.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much would your monthly lease payment be?

How much Disability Income Insurance do you need?

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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