John specializes in retirement planning, with a special emphasis working with public sector employees. John understands the complexities of the federal retirement system. Every client’s situation is unique and requires a personalized approach in order to maximize all available retirement benefits and to make the most of personal savings.
John is a 26 year veteran of the securities industry. With his experience he brings knowledge and foresight in advising clients in the financial planning areas of wealth building, investment management, an safe money alternatives. In the area of investment management John emphasizes active management versus passive management and focuses on select fundamental and technical strategies to accomplish this. Most of all what you can expect from John as your Financial Advisor is 100% understanding to each client relationship. John’s professional designations include FINRA series 7,66,63, Colorado Life, Health, Variable Annuity licenses. He is a graduate of the University of Denver in 1979. John has resided in the Denver area for over 30 years with his wife Julia and daughter Lily..
Please feel free to submit a request for a no-cost, no-obligation review of your complete retirement situation by clicking on the following link:
Request for a Retirement Plan Review
The following calculators can help you gather data to help you review your available retirement resources:
Social Security Benefits Calculator
FERS Calculator
CSRS/CSRS Offset Calculator
TSP Calculators
