Financial Advisor
Phone: (309) 416-3042
Email: jcagle@onesco.net
John Cagle
John Cagle is the owner of the firm and first opened the business in 2020 with one goal: to offer comprehensive financial services that give clients the opportunity to build the future of their dreams. Now as a fully licensed investment and insurance professional he is doing just that – breathing life into his dream of helping people plan for the future with a purpose.
With a background in hospitality and service, managing budgets and client relationships gave him excellent experience in running businesses and strategizing for growth. It led directly to his love for finance and helping people. He recently won the 2023 ONESCO Quality Start Award, which is presented in recognition of an up-and-coming advisor who adapts to the industry and provides clients with the tools they need to succeed. He attributes his speedy learning curve to his approach and open-mindedness, and he looks at each situation with a wide lens focusing on both protecting and building wealth.
John has found that most of his clients simply want to reach a comfortable retirement and to have peace of mind – this drives his entire process. He sees the long-term vision, which is why he prioritizes the creation of income streams, liquidity and strong legacy planning. Because of his independence he has an abundance of tools at his disposal to help clients create that plan.
Born and raised in Mackinaw, Illinois, John is a graduate of Eastern Illinois University with a bachelor’s degree in English. Additionally, he attended the Cooking and Hospitality Institute of Chicago, which drove his love for hospitality and service. In his personal life, John enjoys making delicious meals for his wife, Liz, and their two daughters. And as an avid sports fan, he volunteers as a coach for youth soccer, T-ball and baseball, which he believes gives him the opportunity to help each child in his community develop a strong work ethic, team values and kindness.
Income Strategies
Retirement Planning
Investment Management
Tax Strategies
Insurance Solutions
Long-Term Care Planning
Estate & Legacy Planning
Business Solutions
Our Services
As a trained and licensed financial advisor who is independent of any particular financial institution, John Cagle has access to hundreds of strategies and services that can help people of any age 1) save for retirement, 2) generate income from their saved assets, and 3) retire without running out of money—no matter how long they may live. We believe planning ahead for the descent throughout your career can give you the greatest chance for retirement success.
You may spend 20 to 30 years or longer in retirement, and that’s why retirement planning for both phases—the ascent and descent—is so important. John’s approach is to learn as much as possible about your situation and goals, think ahead to help avert catastrophes that might occur, then create your custom plan. Your plan can then be followed and continuously updated through the decades to and through retirement, and it may include some or all of these services.
