Working with us is right for you if…
You want to get rid of financial stress.
And find a sense of freedom as you embrace a new life chapter.
You have a down-to-earth middle income mentality.
You know the value of a dollar. You’re more focused on achieving independence than the latest new shiny car.
You’re looking for sensible guidance from a smart, approachable person.
Not a stodgy “wealth manager” dressed to impress in a stiff suit.
You only want to pay for advice in a way that makes sense to you.
The idea of being “sold” products with hidden charges or commission products bothers you.
Hi, I’m John,
I bring over 30 years of experience in institutional finance, where I gained a breadth of knowledge I now apply to help people with their personal finances.
I’m here to serve middle-income people through easy-to-understand language, a fiduciary commitment to your goals (not a company’s goals), and a fun, gratifying process.”
Removing Money Uncertainty, So You Can Be Present for Your Life's Greatest Moments
