St. John & Associates, Inc.
As a fiduciary and fee only independent advisor our financial services are customized around our client's needs. We have no financial interest in any product or service. We work with clients to develop, implement and maintain their personal financial plan through one of our certified financial planners (CFP). Our primary services include cash management, tax planning, portfolio management, debt financing, insurance, college funding and estate planning.
Portfolio management is customized in terms of its portfolio design, asset allocation and investment selections and reporting. This service is also available as part of our financial planning and service engagement or provided as a single service. Portfolio management can include the client employer based 401(k) plan account, annuities, college 529 plans and other third party portfolios.
Our fee arrangements are also flexible. Financial services can be provided through a retainer, asset based fee or on an hourly basis. Assets based fees for financial services and/or portfolio management are tiered to benefits clients with higher level of assets under management.
We are available to meet with prospects to address their areas of interest and to determine if we are the right firm to help them meet their goals. Many of our clients are MDs or business executives.
If interested visit us our website at stjohnfinancial.com or contact us at firstname.lastname@example.org or call 770/642-7631.