Financial Services
We understand the value of building a trusted relationship with a professional advisory firm that will become familiar with your individual needs now, and the potential risks or needs that may be ahead. Following the completion of your initial Personal Financial Plan, which includes a full initial review of all the financial matters, St. John & Associates team of advisors offers a full range of Financial Services as needed on an on-going basis. We can help clients navigate complicated situations to choose the best path forward in making informed financial decisions. In addition to the services covered under Financial Planning below is a list of additional services by our team of financial advisors:
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Mortgage Financing
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Estate Planning
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Insurance evaluation
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Advising on employment contracts
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Late-stage college funding
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Client 401k Plans and defined benefits plans
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Client stock options plans
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Divorce financial settlement reviews
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Philanthropy
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Partnership/shareholder agreements
We are also prepared to help with financial needs that are specific to you and reflect your goals. For example, we can help in setting up a special needs trust, a 529 plan, or provide Social Security or Medicare Assistance. Our comprehensive approach looks at the big picture and highlights all those areas that need the most support while continuing to manage every aspect of your financial portfolio. Whether your concerns are big or small, St. John & Associates will make sure you are covered with financial planning that makes sense for you. In addition to serving individuals, we work with employer-sponsored retirement plans, acting as a 3(28) or 3(31) fiduciary to the plan. No matter your financial needs, we are standing by to help you gain a better understanding and to work with you toward your goals. Contact us today to get started!
