John Bubello Retirement Planning

John R. Bubello  CFP®, CRPS®
Retirement Advisor

JOHN BUBELLO, CERTIFIED FINANCIAL PLANNER™, CRPS®

  877.523.5503     John.Bubello@Compass-Retirement.com       

 

As an independent fiduciary & the Advisor to the SAFT America 401(k), I can:

  • Provide unbiased education and explanation about the investments and portfolio tools available in the plan.
  • Educate you on accumulation strategies ie… Traditional 401k vs. Roth 401k contributions.
  • Highlight considerations when formulating a retirement savings strategy.  
  • Reduce your retirement confusion and increase your confidence on your path to a successful retirement.

Want access to professional financial & retirement planning tools?

Create your plan and link your accounts in less than 20 minutes by clicking below.

JOHN BUBELLO, CFP®

Financial Advisor & Fiduciary to the SAFT America 401(k) Plan

 

877.523.5503

 

John.Bubello@Compass-Retirement.com

Have questions about:

  • The investments and portfolio tools available in the plan?
  • Traditional 401k vs. Roth 401k contributions?
  • Turning your assets into retirement income?

 

Want access to professional financial & retirement planning tools?

Create your plan and link your accounts in less than 20 minutes by clicking below.

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I specialize in retirement, and I work with clients as they prepare for, transition into, and enjoy their retirement. There are many ways to work with a financial advisor and to prepare for your retirement, so I wanted to explain the specific services I provide and...

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During a never ending flow of outsized opinions...where opinion is news and the news is opinion, “Make no assumptions” may be the timeliest advice of all.    Political beliefs.  Life choices.  Retirement financial decisions.   For this reason a conversation...

A Personal CFO for Your Retirement

It’s understandable that people are confused on how they benefit from working with a financial advisor.  Some advisors pick stocks or mutual funds. Others sell products like annuities or insurance.      Some advisors do much, much more.   I work as my client’s...

read more

How To Work With John

I specialize in retirement, and I work with clients as they prepare for, transition into, and enjoy their retirement. There are many ways to work with a financial advisor and to prepare for your retirement, so I wanted to explain the specific services I provide and...

read more

Make no assumptions. Instead “Think Again”.

During a never ending flow of outsized opinions...where opinion is news and the news is opinion, “Make no assumptions” may be the timeliest advice of all.    Political beliefs.  Life choices.  Retirement financial decisions.   For this reason a conversation...

read more

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John R. Bubello is an investment advisor representative of and offers investment advisory services through Compass Retirement, LLC, a registered investment adviser offering advisory services in the State of Connecticut, State of Florida, State of North Carolina and other jurisdictions where registered or exempted.