building a life of financial significance

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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.

john mceachran

registered representative & founder
John did not find his passion for financial planning until later in life. First, he graduated with a Bachelors in Marketing from Ferris State University and a Masters of Liberal Studies Technology from Eastern Michigan University. In his past career, his coworkers would constantly ask him for help with investments and he has always been naturally gifted with finances.

john mceachran

registered representative & founder

John did not find his passion for financial planning until later in life. First, he graduated with a Bachelors in Marketing from Ferris State University and a Masters of Liberal Studies Technology from Eastern Michigan University. In his past career, his coworkers would constantly ask him for help with investments and he has always been naturally gifted with finances. It wasn’t until his father passed away and he saw first hand how poorly his mother was treated by her financial professional that he decided to start his business from the ground up. Now he has spent a fantastic 18 years in the industry and has earned his Global Financial Steward designation, Life and Health Insurance License, Series 26 License, Series 6 License, and Series 63 License. Throughout his career in finance he strives to help all clients, regardless of appearance or financial situation, and fosters genuine relationships.

Outside of his career, John is the proud father to three daughters who have all followed their passions. They each live in different states around the United States, Colorado, New York, and Michigan. Being from Michigan himself, he loves to travel to Colorado and New York to visit his daughters whenever he can. John’s hobbies include classic cars; he is the proud owner of a 1997 Chevrolet Corvette and a 2003 Mustang Convertible. Additionally, he loves collecting wrist watches and attending sporting events. John has represented and volunteered for Foresters, a fraternal charitable organization that aids children’s hospitals throughout the United States.

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