We have a son that has special needs due to a tragic car accident during his teenage years. With the money we had for his care, we went to the bank for help to properly fund his future needs. Unfortunately, by following the investment advice we received there, we lost over half of the principle we invested. Over the last few years, John’s investment strategies have recovered almost all that we lost, in spite of the generally low interest rates in the market. I’m glad he is strategically helping us rebuild our son’s financial future.

We met John when I was getting ready to retire. Once I did retire, he helped me move my 401k to a new, safe IRA investment. Safety became more important at this stage because we don’t have time to make the money back. If you aren’t knowledgeable about this, then you should definitely work with someone like John who is. He has always done what he said he would do. He stands behind his word- when he says something, you can bank on it. We are so thankful for our relationship with John. It has been such a blessing.

I started working with John in 2004 when I was a school teacher. I was so pleased with the service and growth of my retirement funds that I started referring friends and family to him. Now, he is not only my financial advisor, he is also my friend.

John helped me invest my Teacher Retirement IRA. The return I got was unbelievable compared to anything I could find locally. Because safety is important to me at my age, he helped me find safe, lucrative investments earning high rates of return. In fact, when my first investment matured, I was able to buy my dream car, a Corvette! He clearly explained everything so I could understand. No one had ever taken the time to do that for me before. And, it all worked out exactly how John said it would! I’m so grateful for his help.

Did your Investment Advisor tell you to get out of the stock market BEFORE its collapse in 2007? Mine did!

About a year after John and I met though some friends, I asked for his thoughts on my investment portfolio. One week later, we met to go over his recommendation(s). Being very confident with the investment choices I had made over the years, I was greatly surprised to hear his opinions and recommendations; “Sell it all, we are headed for a financial crisis”.

Obviously, he couldn’t have been more correct! At first, I didn’t understand why he could be so sure. So I asked, he explained, and I acted. I had been a successful business man, dealing with market cycles and credit lines for over 25 years at the time, but I didn’t see the crisis ahead. Thank God I listened. Since then, John has helped me prepare for my retirement and future wealth transfer to my heirs. I feel extremely secure with my financial future.

John and I originally met thru a mutual friend and over the next few years, John assisted me with some of my business efforts, all of which were extremely successful. Therefore, it only seemed natural to seek advice from him in his area of expertise.

In 2009, I approached John with the purpose of seeking his input for my elderly widowed Mother. He took the time to methodically review every aspect of her scenario. We conferred on his recommendations and decided to move forward.

Over this entire time frame, John’s investment advice has consistently proven to be excellent. I couldn’t be more pleased and appreciative of this personal, as well as professional, relationship.