Jack White (CFP®, MA)
Jack White focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Investment Advice with Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Socially Responsible Investments
Planning Specialties
- Client goals and objectives drive our investment recommendations
- Academically structured portfolio models
- Annual financial plan review
- Annual portfolio review
- Non-portfolio financial advice
- Recommendations on non-managed assets
Additional Information
See Fidelis website for additional information: www.fidelisfp.com
NAPFA Start Date
July 10, 2007