Trusted by local retirees & families.

It is rare these days to find someone who takes such a personal interest in one's financial well-being as does John. He has assisted me with important financial issues, which were all researched and provide great benefit to me and my family. I have referred him to other family members and friends. John's most impressive attributes are his integrity and big heart. I am proud to refer him as my financial advisor, but I am even more proud to call him my friend.

My wife and I met with John to discuss our retirement path. John explained his fiduciary responsibilities and moral obligation to work in OUR best interest. He spent time reviewing our situation and goals, then offered courses of action. There was absolutely no pressure on anything. That was 5 years ago — we’re doing just fine, and still keep in touch with John on both a business and a friend level.

Over the past year my husband and I have worked closely with John and Anthony Davis preparing for our retirement years. Anthony was very kind and extremely helpful as we laid out our trust. We feel a great sense of relief knowing important and uncomfortable issues have been addressed. John is transparent and honest about what will be best for our future. Two knowledgeable gentlemen in their field.

We are enjoying working with John and Anthony — they ask the best questions and really listen to what your vision of retirement is. Check out one of their seminars; it’s a great opportunity to start thinking about what you haven’t thought of yet and to start acting on what’s important to you.

Doing business with John has always been in a very professional and friendly manner. We were educated and informed at every step in the process. I have very high respect and confidence in John for any financial guidance we should need.

My wife and I had been looking for a good financial advisor who is friendly, client-focused, and highly knowledgeable. We were blessed to meet John a few years ago — he is exactly who we were looking for. With John’s advice, we compared multiple Social Security scenarios and proved that his recommendation was the best one. We highly recommend John to anyone who has financial planning needs.

I’ve met with both John and Anthony to discuss retirement planning, my will, and powers of attorney. Both are very professional and explained all of my options thoroughly. There was absolutely no pressure to do anything. It was clear that whatever was done was completely my decision. They’ve also been exceptionally patient as I discuss things with my family. I would highly recommend them!

My husband and I have been working with John to put a retirement plan in place. He is very knowledgeable and has come up with good options for us. It’s a pleasure to work with someone with integrity and good humor, who truly seems to have our best interest at heart!

John was very easy to work with. He understood our needs, explained the information clearly, and helped set us up with a great plan for retirement.

I love everything they did for me.