For over 35 years, John has been providing creative solutions to his clients’ financial objectives and establishing long lasting relationships based on trust and integrity. John is passionate about helping people make fully informed decisions about their financial future. Using a macro-economic approach, John can test and verify the pros and cons of every financial decision. In 2018, John’s oldest granddaughter, Belle, was diagnosed Autistic. Since then, John and his daughter, Natalie, have dedicated their time and resources to become certified in Special Needs Planning. When working with families, John focuses on not just the needs, but the quality of life provided for a loved one with special needs. Through the American college, John obtained his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations. He also holds his Series 7,24, and 63 from FINRA and is a fiduciary investment advisor representative with his Broker/Dealer. John is certified in Special Needs Planning and believes in using a team approach to help build plans to stand the test of time.

"Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Penn Mutual Wealth Strategies and other listed entities are unaffiliated with HTK. HTK does not provide legal and tax advice. 5269287RH_DEC24."

Firm Description

No one person’s needs are the same as another. But financial professionals need a special skill set to properly support families who have a loved one with special needs.

Our team is specially trained to create comprehensive financial and social strategies for those with special needs — bridging the gap between community, government, and long-term support to help them live the lives they desire. Work with a special needs financial professional to:

• Establish strategies to fund a special needs trust
• Manage government benefits and eligibility
• Find the right attorney
• Plan a “three-person retirement”
• Address multigenerational wealth management
• Conduct advanced insurance planning
• Develop tax planning strategies for special needs situations

“Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. <Insert DBA name, if applicable> and other listed entities are unaffiliated with HTK. HTK does not provide legal and tax advice.”

Hours

Cost