| Advisor Profile |
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Business Description |
| John is a well-known retirement planning educator in North Georgia. He conducts between thirty and forty senior retirement workshops each year. John has developed a specialty in working with retirees and those about to retire who want to protect their principal and ensure that their money lasts. John has helped seniors cut their taxes by as much as fifty percent, avoid taxes on Social Security income, avoid estate taxes, and protect their estate values from the long term care health catastrophes.
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General Information |
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| Years of Experience in Financial Services: |
8
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Education |
| Academic Background |
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Bachelor of Science degree - North Georgia College
8 Years Military Service as US ARMY Officer |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Securities Investor Protection Corporation, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Prepared By: |
John Carter |
Frequently Asked Questions |
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