|
 For
more than 17 years John has helped families and business owners prepare
for their retirement by utilizing a formal planning system.
Today it is imperative that clients understand how retirement,
investment and estate planning are interwoven. Our “Total Vision
Approach” is a comprehensive and continuous financial planning process.
The initial meeting is dedicated to clearly defining your short-,
intermediate- and long-term goals. Next, we design your plan with
strategies consistent with your income needs, your financial goals and
your investment temperament.
During the next meeting, we discuss your plan; make decisions; and act
on your plan’s initiatives. Over time, we continually monitor your
progress as you encounter new events and challenges.
John is committed to your wealth accumulation and preservation. Estate
planning attorneys, accountants and mortgage specialists are also on
board to help you every step of the way.
John is a registered investment advisor and holds securities and
insurance licenses in Illinois and Florida. He’s an accomplished speaker
who conducts workshops on retirement and estate planning.
Away from work, John enjoys volunteering at Children’s Memorial
Hospital, golf and running.
John graduated magna cum laude from Western Illinois University with a
Bachelor of Arts Degree in Communication.
*Registered
Representative, Securities America, Inc. |
