“My mission, is to help people sleep better so they can enjoy retirement no matter what that looks like to them. There is no need to worry about retirement with the tools and strategies we have available today if properly applied. The client always wins with their interest put first.”

 

John M Little IV has been in the financial services industry for over 29 years. During much of that time he has seen consumers led to believe in a system that has been largely controlled by giant firms that have their own interest first, using investments that benefit their own propitiatory interest. When clients ask the hard questions about true risk they are even more confused orsidelined by advisor lingo that could land Academy award.

 

“Very few people get the chance for do-overs nearing or in retirement. So, let’s be clear, do it right in fiduciary accountability, based on the clients needs and interest first.”

 

The one thing I see the most that really concerns me is the risk people are taking, many times funds or stocks that lost 25% to 50% in years earlier. If history repeats, this will spell disaster for many that sacrificed years to accumulate in their nest eggs.

 

The challenge was to find a better way and the major issue John faced was reducing risk for his clients. “ I wanted to help my clients protect, enjoy and extend their retirement savings. The goal was to secure a way to be offensive in the good times, while being defensive in the bad times and provide sound financial solutions focused on low/moderately conservative risk,

volatility with the greatest probability of long term success.”

 

John is a Fiduciary Financial Advisor currently helping clients in seven states, instructor and mentor. He has been happily married for over 17 years and has three children.