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 your options for how we could work together.

I can create a Financial Plan for your retirement. 

In this plan, you will find detailed answers to all your retirement questions and the specific steps you will want to follow to meet your retirement goals. This Retirement Financial Plan will give you clarity on your path to retirement, but it will be up to you to execute the plan’s steps and figure out what adjustments you need to make as things change over time. This is the right option if you’d like expert retirement help now but ultimately want to manage, track and oversee things yourself.

I can be your investment manager. 

We’ll work together to determine the optimal risk-based strategies to match your investment goals. My job will be to make sure you see a maximum return on your investments as we create, maintain, and evolve your portfolios over time. If you already have a solid plan for retirement and want to make sure your investments are delivering for you, then this is the way to go.

I can serve as your Personal CFO before and during your Retirement. 

Simply put, this is like having a Chief Financial Officer handling everything related to your retirement, including all planning and tax strategies plus investment and income management. You’ll receive proactive, comprehensive, and ongoing services in all areas related to your retirement. If you want someone to take care of it all for you so you can have the clarity and confidence you need to focus on other things, then this is the best option for you. Because of the time and attention required, I provide this particular service for only a limited number of clients.

Whether you’re looking for a one-time Retirement Financial Plan, ongoing Investment Management, or a Personal CFO to advise on all of your finances and Retirement, I know that taking the first step can be the hardest, that’s why I’ve made it as easy as possible. Just click below to schedule your Free No-Obligation Retirement Planning Call with me and get started towards your retirement success. During our conversation, I guaranteed it will be obvious what option is best for you.