Yes, John contracts with multiple companies and would be happy to assist in your life insurance needs.

Yes, there are many strategies that can benefit both the employee and employer group. We would look at all the options and decide after careful research what plan is best for your company.

John advises in conjunction with your estate planning attorney who makes your final draft. We also has access to an outstanding estate planning attorney who comes to our office to do estate planning exclusively our my clients. We can explore more during our visit.

Yes, John holds the Series 65, Series 7 and Series 66 License.

Yes, John assists in helping clients through a job change or retirement to determine the best course of action for their funds.

Normally by annual fees from your account.

Yes, there are several strategies that can be tax advantaged to help pay for post secondary educational expenses.

Yes, most commonly it is a family business, and John can assist along with an estate planning attorney to effectively transition a business to the next generation or new owners.

Yes, John is very familiar with the process in estate planning and how to effectively administer them.

Yes, John is fully licensed to sell these products and inform you of the risks and rewards.