John Liechty (CFP®, ChFC®, CLU)

John Liechty focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Insurance Related Issues
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

John brings a wealth of experience to his role as a fee-only financial planner. He has over 34 years of working knowledge in the financial services industry, where he served in a variety of senior management roles. This extensive work experience has provided him with unique insights and a keen understanding of investments, insurance, retirement planning, estate planning matters and the importance of integrating all components of a financial plan

Additional Information

John has a Bachelor’s degree in Business Administration and has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He is also a CERTIFIED FINANCIAL PLANNER™ professional. In addition, John has over 37 years of experience in the financial services industry, with extensive experience in matters related to insurance, investments and estate planning.
Prior to establishing Integrated Financial Planning Solutions, LLC, John served in a variety of senior management positions at a $2 billion diversified financial services organization. For over 12 years, he also filled the role of  President and CEO of a family of boutique mutual funds with assets of $800 million.

John currently serves (or has served) on a variety of boards, including: Greencroft Retirement Communities, Goshen, IN; Trustee of Bluffton University, Bluffton, OH; Board member of the U.S. SIF- The Forum for Sustainable and Responsible Investment; Director of Pax World Mutual Funds, the oldest socially responsible mutual fund in the U.S; and Hawkins Water Tech. John is also a member of the Garrett Planning Network, an international organization of fee-only financial planners who are commited to extend their services to persons from all walks of life.  John's firm requires no minimum net worth or investment account size, and does not charge fees based on assets under management.
 
John invites you to call to learn more about Integrated Financial Planning Solutions and how they might assist you in integrating your values, priorities and life goals into your financial plan.

NAPFA Start Date

July 19, 2010

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This Office

203 S Main St Ste 2A Goshen, IN 46526-3712 Phone: (574) 975-3682