John Fisher - Financial Advisor
John believes that clients make their best financial decisions within the context of a formal, comprehensive analysis that address all of the major aspects of their financial lives. Each new client relationship begins with a thorough examination of the client's goals and resources. John then helps the client objectively evaluate a variety of potential solutions and clearly explains the "trade-offs" inherent in these financial decisions before any products or services are implemented. Once a plan is implemented, John believes reviewing and adjusting to the changing needs of his clients is key to protecting their financial future.
John received his B.A. in 1995 from Northern Illinois University, where he studied Finance Investments & Banking.
For business owners he assists in the selection and implementation of various programs including group insurance, buy/sell planning, 401(k) and non-qualified plans. For his individual and family clients he helps with their needs in the areas of insurance, investments*, college funding, estate planning and retirement strategies. In addition, John works separately as a financial planner if his clients desire a comprehensive fee-based financial plan*.
John lives in Lombard, IL with his wife, Katie and their three children, Patrick, Grace and Sean. He enjoys golf, football, basketball, music, and spending time with family and friends.
John is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.
*Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation.
