- Guaranteed Income: Ensuring clients have lifelong income to cover essential expenses and enjoy “play checks” for a happy retirement.
- Efficient Roth Conversions: Helping clients convert retirement accounts to Roth without out-of-pocket tax impact.
- Market Growth Without Risk: Leveraging market index growth opportunities, such as S&P 500 with 100% downside protection.
- Legacy Planning: Creating tax-free, probate free legacy strategies for beneficiaries.
- Affordable Long-Term Care Options: Offering innovative approaches to long-term care without costly premiums.
Born and raised in Boothwyn Pennsylvania, John attended and graduated from Widener University with a finance degree. His career path includes time spent at Chase Manhattan Bank as an analyst and project manager specializing in risk management. His more than 20 years spent as an active investor and technical trader enrich his insights into market dynamics and secure retirement planning.
Residing in Ridge Spring, South Carolina, with his wife Teresa, John is grateful to his family, including five children and growing grandchildren. His values begin with faith, character, integrity and dedication to serving others.
*Guarantees are provided by insurance company contracts based on their financial strength and claims-paying ability.