get started with our process
Helping You Build a Life of Financial Significance
Building financial significance will help you to retirement more securely. Knowledge, experience, and accessibility are the foundations of which John has built his professional career on. As a holistic financial advisor, he takes an objective and creative approach to creating a plan that fits your needs, focusing on the life insurance, retirement planning, wealth accumulation, and legacy planning phases of life. He will try to accommodate in any way he can and oftentimes travels to his client’s homes if need be. John holds a Global Financial Steward Designation as well as Series 6, Series 63, and Series 26 Licenses.
consultation
Initially, we will discuss all of your goals for retirement and get to know each other better. In order to truly generate the perfect plan for you, we will need to understand what is important to you right now and what will continue to be important to you throughout retirement.
planning
After we both have a full understanding of how you envision your retirement and how our services can help get you there, we can begin collecting data and creating a plan. This planning phase can last as long as you need to feel confident in the next steps.
implementation
Once we have agreed on a solid plan of action, we can begin enacting the plan. During implementation, we will put all of the moving parts together and build a sturdy foundation for your retirement.
follow-up
We will continue to follow up as much as needed to ensure that your plan is still working for you. If any changes need to occur, we will discuss them in full and decide the best course of action together.