John Young, Retirement Income and Annuity expert - Stuart, FL
John has been involved in financial planning since 1998. He has received a comprehensive education in financial and social issues facing retirees and pre-retirees today. John says "We are living in a quickly changing and evolving society. Consequently, our retirement outlook has changed at a pace unprecedented in history. It's a full time job for us as professionals to keep up."
His real passion is assisting his clients develop strategies to achieve their goals and achieve financial peace of mind. The demand for Mr. Young's expertise and training in showing his clients how to preserve their assets, create a guaranteed income for life and provide for their families has led him to conduct numerous workshops in a community setting. He says, "There is almost nothing more satisfying to me than to put someone on a retirement course where their income and family concerns are reduced to an absolute minimum."
He goes on to say, "To summarize my goals, I have the following objectives in mind with all my clients:
One, to preserve, protect and maximize their hard earned savings;
Two, to ensure a guaranteed lifetime income stream to them and their spouse;
Three, reduce or eliminate taxes where possible."
John's professional background, experience and no pressure approach has allowed him to work with hundreds of clients. "I firmly believe that educating my clients in an objective, "pros and cons" manner allows them to make the proper retirement choices for themselves."
John is dedicated to establishing long term relationships with all of his clients based on confidence and trust. He does not charge fees for ANY meetings or consultations.