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Overview of Expertise:

John's expertise in the areas of tax and estate planning enable him to develop comprehensive financial plans with the use of tax-efficient investment and insurance portfolios specifically suited to his clients' unique needs and goals. John works closely with his clients and other tax and legal advisors to develop a cohesive plan using creative products and planning concepts at the leading edge of the industry. Some of the strategies offered to benefit business owners include: 

• Key Person Insurance, Buy/Sell Funding



• RCAs, IPPs, DPSPs



• Group Retirement Savings Plans
• Group Life and Health Benefits



• Estate Planning



• Corporate Leveraging Alternatives

Letters of Reference:

Flanagan Food Services

Greatario

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