Hey, I’m John. A husband, father, and multi-licensed financial professional.
I take an educational approach to put you in a better position to make informed decisions about your finances. I will work with you to get your finances in the best shape possible and help you plan for the future.
A lot of financial companies are quick to sell products but don’t put together a customized plan and strategy for you. I don’t make recommendations unless I know your whole financial picture and what you are looking to accomplish. As an Investment Advisor Representative (IAR) I have a fudiciary responsibility to only act in my client’s best interest.
As an independent advisor, I partner with some of the most recognizable investment companies in the industry. Some of our strategic partners include American Funds, Brighthouse Financial, Genter Capital, Equitable, Fidelity, Franklin Templeton, Horizon Investments, Invesco, Lincoln Financial, Lockwood Advisors, Meeder, Morningstar, AGF, Sage and Voya, among others. I can choose a product that best fits your needs.
Unlike other financial advisors that charge high upfront fees and cater primarily to the wealthy, I will meet with you and provide a comprehensive financial analysis at no cost. If you or someone you care about could benefit from a financial consultation, I’m always ready to help.
Author: John Colyer
Hey, I'm John. A husband, father, and multi-licensed financial professional. I take an educational approach to put you in a better position to make informed decisions about your finances. I will work with you to get your finances in the best shape possible and help you plan for the future. A lot of financial companies are quick to sell products but don't put together a customized plan and strategy for you. I don't make recommendations unless I know your whole financial picture and what you are looking to accomplish. As an Investment Advisor Representative (IAR) I have a fudiciary responsibility to only act in my client's best interest. As an independent advisor, I partner with some of the most recognizable investment companies in the industry. Some of our strategic partners include American Funds, Brighthouse Financial, Genter Capital, Equitable, Fidelity, Franklin Templeton, Horizon Investments, Invesco, Lincoln Financial, Lockwood Advisors, Meeder, Morningstar, AGF, Sage and Voya, among others. I can choose a product that best fits your needs. Unlike other financial advisors that charge high upfront fees and cater primarily to the wealthy, I will meet with you and provide a comprehensive financial analysis at no cost. If you or someone you...