Focus on the Future

Your partner in helping you make sound financial decisions and achieve your lifestyle goals.

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Are You Planning For the Future?

We can help you get from here to there.

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What Does the Future Hold For You?

Let us help you make your vision a reality.

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Imagine Financial Freedom

We will help you identify what’s important and help you achieve it.

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Welcome

Our mission is simple but profound … we partner with you to help you make sound financial decisions and achieve your lifestyle goals. To ensure your success, we get to know you and your situation thoroughly. Then we bring our expertise to develop a customized financial plan, along with the concern and attention necessary to keep you on track, regardless of life’s challenges.

If you are the kind of person who appreciates a more personal touch, a more caring team, a more professional work ethic, then St. John & Associates could be the right financial services team for you. We are entirely independent and proud of our long and untarnished heritage. Building strong and enduring relationships is extremely important to us.

We’re ready to earn your trust. Please contact us for a confidential initial conversation.

Services

Financial Planning

Wherever you are in your life and career when we start working together, we know that things will change over time.

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Consulting Services

We provide a range of special services for individuals, and we also work with employer-sponsored retirement plans, acting as a 3(28) or 3(31) fiduciary. 

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Blog