Hello, I'm John.

The better you get to know your clients, the more effective an advisor you can be. That’s why I consider my clients to also be my friends. This relationship enables me to understand their financial objectives in a better context and makes me a more effective advisor.

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Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let&... read more

Words of Wisdom from Warren Buffett

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “…don’t watch the market closely.”

Stocks have been strong so far this yea... read more

The Cost of Procrastination

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.

<... read more

Discussing Finances Over the Holidays

The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there’s little doubt that “the most won... read more

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