John Bagley (CFP®, CPA, MBA)
John Bagley focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
Our mission: To be our clients' trusted advisor, providing sound financial advice and personalized service. Our investment philosophy is predicated on the following principles: tax efficiency, cost efficiency, reasonable return expectations, diversification and risk minimization, and a disciplined, long-term approach.
NAPFA Start Date
July 26, 2002