FREE Review and Consultation!

Click on the image above to schedule a free, no obligation consultation with John…

A Free Consultation begins with a brief 15 – 20 minute phone call. We will review your current financial situation and provide:

• Efficiency/Control/Safety (“X factor”) assessment. How much should you be saving? Are you sitting on a “tax time bomb?” How will you likely weather a financial crisis? Are you optimally positioned for retirement income?
• Fees and Costs Assessment. How much will you pay to the “money managers?” What if you could reduce it by 90% or more?
• Interest Expenses. How much interest expense could you save if you “Bank On Yourself?”
• Life Insurance assessment. Are you under-covered? Over-covered? Using the right type of policy?
• Retirement Account Assessment. Should you be contributing to your employer’s 401K? Are you contributing too much? not enough? Is that old IRA or Roth IRA doing all it could be for you?
• And more…

Whether you choose to work with me or not, my simple but powerful free consultation process will give you valuable insights about your family’s current and future financial positioning. Don’t delay, schedule your free consultation today!