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 are designed to help people of any age 1) save for retirement, 2) generate income from their saved assets, and 3) explore lifetime income solutions to support a financially secure retirement. We believe planning ahead for the descent throughout your career can give you the greatest chance for retirement success.
Our Services
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:
Income Strategies
We craft strategies aimed to help you maximize your hard-earned income.
Retirement Planning
We work with you to align your financial strategy to your dream retirement.
Investment Management
Support your portfolio’s growth potential with diversified, evidence-based investment solutions.
Tax Strategies
Designed to help minimize tax liabilities and keep more of what you earn through proactive tax planning.
Insurance Solutions
Protect your assets and loved ones with personalized insurance options.
Long-Term Care Planning
Prepare for future healthcare needs and help maintain your financial independence.
Estate & Legacy Planning
Help preserve your wealth and ensure your legacy is passed on according to your wishes.
Business Solutions
Support your business’s growth with customized strategies and benefit programs designed to your organization’s needs.
Medicare
We assist in navigating what Medicare coverage makes the most sense for your needs, whether that includes Medicare Supplemental Insurance (Medigap) or Medicare Advantage Plans.
Social Security Planning
We help you determine the best time for you to take your Social Security benefits and how to leverage that income.
John Cagle is a family man whose goal is to help others build the future of their dreams and master the retirement ascent and descent with successful retirement planning strategies. John’s mission is to deliver unique custom plans along with outstanding service.
