“If you always do what you've always done, you'll always get what you've always got."
As a Senior Representative with InvestWise Financial, LLC, I proactively analyze client portfolios, while working as a team with other advisors on the implementation of individual's accounts during both the accumulation and distribution phases of their lives. Partnering with individuals and businesses allows me to use my expertise and knowledge of investments, taxes, Social Security and estate planning, to help educate people on strategies for achieving their pre and post retirement goals.
Celebrating over 20 years in the financial industry, I successfully execute the needs of my clients, by giving advice that is not only honest but direct. Maximizing Social Security benefits and minimizing the taxation, understanding the different strategies for retirement income, and helping to organize estate plans allows me to position my clients for better returns on their investments in the most tax-efficient manner.
Utilizing a holistic approach in my planning allows me to prepare my clients futures in a way that can bring them to a place of security, knowing they are in good hands with all financial elements being addressed. I have a vested interest in my clients from the beginning, start with the accumulation phase of their lives, proactively guiding them through their retirement years and securing their future generations to come. My goal of meeting my client's expectations is of great value to me and I deliver my promise by adjusting strategies as needed, which allows them to live their retirement years securely.
Giving back to my community is also important to me in my career. I publicly speak at workshops to provide free education for people on multiple topics in the financial industry ranging from taxes in retirement, Social Security maximization and estate planning. I find it gratifying to know people leave with a wealth of gained knowledge that they previously did not have.
I seek to build high quality relationships based on transparency and trust. My experience in the field can help you avoid tax mistakes, maximize your cash flow, and protect the lifestyle you choose.
Outside of work I enjoy spending time with my wife and our two young boys, as well as training and competing with our German Shepherds.
Bachelor's Degree from John Carroll University in Cleveland, Ohio
Licenses / Certifications:
FINRA Series 6, Series 63, and Series 7
Accredited Investment Fiduciary (AIF®)
Life, Accident and Health Insurance License
To contact John, please call 248-594-3458 or 888-317-0035.