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What We Can Do For You

Welcome to PlanWithJohn, where we understand that financial planning can be daunting and overwhelming. With so many options available, it's challenging to determine the best course of action for your unique situation. Our team knows that you don't want to worry about running out of money or leaving your loved ones with financial burdens.

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We know that everyone's financial situation is different. That's why we offer customized solutions tailored to your unique needs. Our team will help you identify the puzzle pieces that fit together to accomplish your financial goals.

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Please take a moment to explore the financial services we offer below and consider how PlanWithJohn can help you piece together your financial solutions. With our expertise and dedication, you can rest assured that you're in good hands.

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Investments

Stocks, Bonds

Mutual Funds, ETFs, Index Funds

Actively Managed Accounts 

Non-Retirement Accounts

Traditional IRA, Roth IRA

SEP IRA, Simple IRA

IRA Rollovers

Brokerage Accounts

Fixed Income

Fixed & Variable Annuity

Fixed Indexed Annuity

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Financial Planning

Retirement Planning

Retirement Income Tax Plans

Retirement Income Distribution 

Social Security

Medicare

401(k) Planning & Rollovers

403(b) Planning & Rollovers

College Planning & Rollovers

Estate Plans

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Insurance

Disability Income Insurance

Term Life Insurance

Long-Term-Care Insurance

Family Planning

Charitable Gifting

Income Protection

Business Planning

Business Continuation

Business Succession

Generational Gifting

Plan With John​

Solution Planning Areas Of Focus:

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Life Insurance 

Taxable Investments

Tax-Conversion Strategies

Retirement Planning

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 

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