I have worked with John for over 20 years. He has been an unsurpassed mentor, business owner consultant —and over the last few years— he and Grand Life have been our go-to financial planning advisor. John's rare blend of honor, integrity, careful active listening, and discipline is something to be cherished. If you are looking for someone in wealth management and financial planning who actually cares about you, your goals, and your family's future; you just found him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.