John Head

You have money, but you don’t know what to do with it?

I work with people who are ready to take their next step into money clarity, purpose, wealth creation… people who are ready to fortify a legacy. For you, this might mean busting your misconceptions, working within your core beliefs, having peace of mind, or all of the above.

Your success in the financial realm is about creating a plan that speaks clearly to your goals and the vision that you hold for yourself and your family.

Does this sound familiar?

• You’ve been inundated with too much information about retirement, and you’re confused
• You’re uncertain about how to move forward because you don’t know who to trust
• You’re retired, but you didn’t take your money with you. It’s still in the company’s retirement account
• You know you should be acting on your money plans, but the options presented to you cause you to pause
• You’re concerned about your income later in life

No worries. You are not alone.

Everyday, I help people just like you get peace of mind around your money plan. Here’s what I know:

• you like being retired, or you’re currently planning for it
• you’re limited because you only know what’s familiar to you
• you’re thinking, “this stuff is complicated.”

My clients are people who are:

• planning for retirement
• transitioning into retirement, or
• already retired

That’s pretty much everyone. But, not really. So, the people I like to work with are friendly, serious about their money, and want to leave a legacy.

It’s likely that you feel overwhelmed by the options, suspicious given the history of big corporations, and skeptical given the fluctuations in the marketplace. I understand. I also know that you want to make positive financial decisions that will impact your future with less worry.

I help my clients to:

• feel empowered, confident, and happy
• travel more
• make investments with peace of mind and understanding

Think you fit the profile? Does this sound good, but you still have questions?

Let’s talk.