Services We Offer
John and his team take a holistic approach to help you reach your life goals through proper management of your resources. The process involves gathering relevant financial information, setting life goals, examining your current resources and developing a plan or you to work towards your goals given your current situation and future plans.
Holistic financial planning provides direction and meaning to your life. it allows you to understand how a financial decision you make affects other areas of your life. by viewing each financial decision as a part of a whole, you can consider its short and long-term effects on your life goals. you can also adapt more easily to life changes and feel more secure that your goals are on track.
LPL's research team regularly reviews investment products, ensuring products John's team recommends meet out rigorous standards of due diligence. With John's team, you can invest with confidence, knowing the guidance you receive is objective and grounded solely in the needs of your unique financial situation. John and his team are free to recommend investments from some of the nations top providers in:
- Financial planning, college, retirement, estate, etc.
- High-net-worth products and services
- Individual investments: stocks, bonds, mutual funds, annuities, ect.
- Insurance
- Tax Planning
- Retirement goal setting
- Legacy planning