Serving the triangle and coastal North Carolina for over 20 years, let us help you achieve CONFIDENCE with financial freedom! Let us help you achieve CONFIDENCE with financial freedom
CERTIFIED FINANCIAL PLANNER (TM) professional and Retirement Planning Specialist | Retirement Planning Specialist
John Erwin has been helping successful professionals and their families to achieve financial independence for over 20 years. Distinguished by our focus on consultative advice, attention to each client's specific needs, and a comprehensive selection of product and services capabilities, our firm maintains an established position of leadership in the southeastern U.S.
As a partner in the Legacy Wealth Strategies team www.legacyws.com within Equitable Advisors, John is one of six financial professionals and three administrative professionals who collaborate as needed to ensure they give clients excellent advice and service. Their complimentary areas of focus include placing assets under management, tax strategies, retirement income planning, risk management, estate planning and benefits for small business/business owners. More importantly, they are all passionate about guiding Legacy's clients to achieve financial independence for their families.
For over 160 years, Equitable has been one of America's leading financial services companies based on their financial stability, innovative solutions and commitment to clients' best interests. They currently have over $220 billion assets under management, 2.8 million clients and 4,330 dedicated financial professionals in communities all over the U.S. www.equitable.com
CFP®, CERTIFIED FINANCIAL PLANNER(TM), and CFP®, are certification marks owned by Certified Financial Planner Board of Standards, Inc, and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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
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.