Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Client Testimonial
"I have known John DeMark for years, his holistic approach to retirement planning incorporates defensive and offensive strategies that provides me the best opportunity to minimize risks, maximize returns and leave a legacy for my family. I really appreciated the entire planning process. John took the time to learn about my goals. He then evaluated my current situation and delivered a plan outlining my options for the future. I was so confident that he and his team could help me maximize my returns that I moved all of my existing IRAs under his team's management. I'm happy to say they have earned my business and provided me with peace of mind for my future retirement plans. John is a person of great integrity and I trust his guidance in helping me as I continue to invest for my retirement."