Our Qualifications
John Erwin is a CERTIFIED FINANCIAL PLANNERTM professional and Retirement Planning Specialist with over 20 years experience and NO customer complaints. Check my record out at FINRA brokercheck
https://brokercheck.finra.org/
Securities Licences: Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65
Insurance Licenses: Life, Health, Long Term Care
Business Philosophy: Our client process is centered around holistic planning. We believe “prescription before diagnosis” is malpractice, therefore we get to know as much about your financial world and personal goals as possible before we consider solutions.
There is NEVER a cost or obligation for an initial meeting to discover if our services would benefit you.