At our firm, we have the client?and only the client?in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that?s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking ?out of the box? and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.
|Firm Start Year:||2018|
|States Licensed in:||NC|
|Number of Years with Current Firm:||2|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Based on Assets, Commissions, Flat Fee, Hourly|
|Fee % Based on Assets:||1|
|Minimum Fee Charged for Managed Accounts:||$0|
|Minimum Fee Charged for Hourly Planning Accounts:||$250|
|BA - English||
University of Delaware - Newark, DE
September 1982-May 1988
Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.
John places a priority on personal attention and client service. John has been serving clients for over 27 years with a distinctive combination of education, training and personalized service.
John attended the University of Delaware, receiving his Bachelor of Arts degree in 1988. He was originally trained by his father in the institutional bond business and earned the Chartered Retirement Plans Specialist (CRPS) designation.
John specializes in retirement income. His clientele is in the NC Triangle and throughout the US. He is active in the community and is the past President of Triangle Professionals and he is active on non-profit boards. He has been teaching martial arts for over 30 years. John, his wife, Elaine, and children, Vivian, Molly, Mack and Miller, live in Durham, North Carolina.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|