John’s philosophy starts with a focus of listening to clients and prospects. He works hard to understand clients' needs and fears before giving planning or investment advice. Only then can he build the right customized strategies for them. Once he has begun a relationship, he puts effort into paying close attention, monitoring their plan and investments closely, and deepening communication so that he can anticipate needs as they arise.
John specializes in preserving wealth, retirement planning and the use of diversified investments. His business is focused to help families and business owners realize their goals into and through retirement years and providing advanced guidance on inheritance planning and asset transfers from one generation to the next.