Jack D. White,  CFP<sup>&reg;</sup> - Financial Advisor

Jack D. White, CFP®

MA,

Founder

Fidelis Financial Planning LLC

42 Portwest Ct
Saint Charles, MO 63303
FINANCIAL ADVISOR'S WEBSITE
(888) 902-9252
(636) 922-9252

General

Jack White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fidelis Financial Planning LLC in Saint Charles, MO and the surrounding communities.

Financial Advisor Overview

Jack D. White is a CFP® professional and a Fee-Only™ comprehensive financial planner. He specializes in helping the middle market investor construct a Personal Financial Goal Plan to achieve their life goals in light of their particular life situations and market fluctuations.

Jack utilizes a team approach (and sophisticated software) to analyze and plan the investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on clients’ specific needs, circumstances, and goals. Options are available once the plan is prepared, but most clients request that Jack’s firm implement, monitor, and manage their assets according to the plan. 
 
Jack’s services include investment, retirement, education, and estate planning as well as business valuations and assistance with bank loans for small businesses.  He interacts with your current advisors – such as the attorney, accountant, mortgage broker, and insurance agent or he can also provide referrals of those he works with regularly. 

More

Financial Advisor Experience

Jack is a degreed accountant with broad experience in the banking, financial management, and accounting fields since 1969. His emphasis in financial counseling and planning began as an avocation in 1981 and became full time in 1992. He is passionate about financial planning education for the public and his clients, therefore, since 1998 he continues to teach one class a semester as adjunct faculty member at the University of Missouri-St. Louis or Lindenwood University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes

More

Helpful Financial Planning Resources