Your Prosperity
Is My Priority
Your Prosperity
Is My Priority
Working With
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the many different decisions required can be overwhelming. That’s where we come in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Who We Serve
We serve individuals from age 1 to 95, including families and multiple generations. We also have many strategies tailored for our high-net worth clientele. Additionally, we implement retirement benefit plans and solutions for business owners. In short, if you have a financial question, don’t hesitate to reach out to us and ask. We are more than happy to help if we can.
Working With
John Starke
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the many different decisions required can be overwhelming. That’s where we come in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Who We Serve
We serve individuals from age 1 to 95, including families and multiple generations. We also have many strategies tailored for our high-net worth clientele. Additionally, we implement retirement benefit plans and solutions for business owners. In short, if you have a financial question, don’t hesitate to reach out to us and ask. We are more than happy to help if we can.
ARE YOU FINANCIALLY PREPARED?
- Are you ready for retirement?
- Have you been saving for your child’s education?
- Do you have enough life insurance?
- Do you know if your premiums are too high?
- Are you diversified in your current investments to reduce risk?
- Alternative investments – are they for you?
- Would you like to increase your investment income?
- Do you have a tax reduction strategy?
- Have you explored long-term care solutions to counter rising healthcare costs?
- Do you have an estate plan and has it been updated?
- Does your business need to implement a group retirement plan?
- Do you want to sell an investment that has appreciated but want to avoid paying capital gains tax?
If you have more questions than answers after reading this list, isn’t it time you called us for a portfolio review? We offer complimentary consultations and would welcome the chance to help you.
SET UP A COMPLIMENTARY MEETING WITH JOHN
CHOOSE A TIMEOUR PROCESS
We approach each individual client relationship using our 4-step process:
Understanding
Your Needs
A thorough understanding of your goals, your tolerance for risk, and your unique financial needs is imperative.
Analyzing
Your Situation
We review and analyze your current financial situation and evaluate various strategies to help you reach your financial goals.
Tailoring
Solutions
We recommend the appropriate combination of investments for your strategy, helping you understand and implement them.
Staying
Committed to You
We maintain our ongoing commitment to you through regular contact, timely account information, seeing that your questions are answered, and introducing you to new investment opportunities as they arise.
