We help business owners master cash flow, cut taxes, and invest smart for a work-optional life.
💰 Maximize cash flow | 📉 Cut taxes | 📈 Invest wisely
🔔 Follow for strategies to beat Wall Street, big business & Uncle Sam! Twenty years ago, he began focusing on helping clients build a work-optional lifestyle. As an educator, John has taught hundreds of seminars and workshops on retirement planning,
cash-flow management, estate planning, investment theory, and wealth creation and protection. Each year, he has successfully guided his clients into retirement and has helped them make changes as economic shifts have occurred during their retirement years. He is a knowledgeable speaker who can communicate complex concepts into light-hearted and comical way utilizing stories to help his clients learn. After serving three years in the Army, John was honored for his work on the optics for the Hubble Space Telescope at Coastal Optical Systems. John earned a bachelor’s degree from Palm Beach Atlantic University in Organizational Management. A continuous student, he has achieved the following designations: Certified Financial Planner™. When he is not helping clients, John focuses on his passions of boating, surfing, working out, as well as spending time with his wife and three kids. Market commentary or content is for informational purposes only. Please contact your financial adviser for advice about your specific situation. Past performance is not indicative of future results and investing involves risk and possible loss of principal capital. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients where NewEdge Advisors, LLC, and its representatives are properly licensed or exempt from licensure and no advice may be rendered by NewEdge Advisors, LLC, doing business as Tribox Private Wealth, unless a client service agreement is in place. Third party content does not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors as for accuracy or completeness.
