John Francies
Certified Financial Planner · Chartered Financial Consuultant · Chartered Life Underwriter · Accredited Financial Counselor
Virtual
Specialties
About Me
I have been involved in the financial services industry for over 30 years specializing in life insurance, annuities, investing for retirement and long-term care Through this time I have earned several professional designations including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Financial Counselor, (AFC) among other designations related to personal finance, My goal is to discover what is most important to my clients in their financial planning and to help them set reasonable goals to achieve those desires and wishes over the long run and to guide them in protecting those assets during their lifetimes and the next generation as well.
Additionally, I am licensed in 14 states for most insurance services,
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Interests & Hobbies
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Always free for clients.
Credentials
Certified Financial Planner, Chartered Financial Consuultant, Chartered Life Underwriter, Accredited Financial Counselor
Chartered Designations
What do these credentials mean?
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Disclosures
I am not a certified tax professional, although I will provide generic tax related information. I also am not an attorney, although we may discuss financial solutions which may require the services of a qualified attorney in that specific specialty such as estate planning, I will always defer to their professional advice.