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Ann M. White - Cetera Advisor Network, LLC - Cottage Grove, OR

 
  • 1807 E Main Street Cottage Grove, OR 97424
  • 541-942-5535
A Holistic Approach Long Term Relationships Strategies Designed for You Professional Management
<strong></strong> <strong></strong> <strong></strong> <strong>Ann M. White, CFP&#174;</strong>

Ann M. White, CFP®

Branch Manager

Meet Ann
<strong>Denise Raymond Parent</strong>

Denise Raymond Parent

Office Manager

Meet Denise
<strong>Varc Jones</strong>

Varc Jones

Registered Representative

Meet Varc

Strategies for Individuals

We can help take the mystery out of preparing for your financial future.

Strategies for Businesses

Special insight and perspective to help business owners pursue their objectives and success.

Strategies for Military and Special Needs Families

Guidance that can help you understand and better define your financial goals.

Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Surprises

Making the most of surprises is a great reason to work with us.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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