John plans personally for you. He listens carefully to learn what you want to accomplish and takes the time to help you define goals, organize finances, and maximize the potential of your portfolio.

He believes it's the quality of the relationship that matters most. If you are confident in your investment choices, comfortable in your investment style, and certain that you'll have the money you want and the lifestyle you want for retirement, John has done his job properly.

His work has a special focus. John has specifically structured his practice to address the retirement planning needs of professional women.

His work has meaning. Many of John's clients are nearing retirement with unanswered questions and anxiety. They want more knowledge when it comes to money and taxes.

He understands what you want. You want a financial professional who will stay in touch with you through up and down markets, someone who will establish an ongoing relationship, and someone who will help you through life's transitions.

John can provide just that. He is recommended by family attorneys, accountants, and business consultants, all of whom want the best for their clients. He's a good friend to have in times of transition or when major money decisions are just ahead.

He can help you clarify your goals.  And create a path toward financial freedom.

He can help you pursue, conserve, or distribute wealth.  And often cut your taxes at the same time.


His services include:

1.	IRA rollovers to protect the hard-earned money in your retirement plan.
2.	Supplemental retirement planning to help you defer more salary for retirement at a tax advantage.
3.	Asset management and asset allocation to match your risk tolerance and to ensure that your portfolio is not dangerously "weighted" in overly risky investments.
4.	Life, disability, and long term care insurance options designed for your unique situation and your budget.
5.	Estate and trust planning to help your heirs avoid probate and unnecessary taxes and to create a legacy of wealth.
6.	Coverdell and 529 plans to let you start saving early for a child's college education.