|About John M. Carlson
I began my career in the financial services industry in 1966 with John Hancock. After a successful three-year personal products career, I was asked to become a marketing director of Professional Economic, a subsidiary of John Hancock. My duties included traveling in seven Midwest states, working with John Hancock agents and their higher net worth clients including physicians and businessmen.
The traveling took a toll on my young family so I resigned and went into personal production with Home Life of New York. I worked through Physicians Planning Service Corporation of New York, an affiliate marketing organization, and remained in personal production in the financial services industry until the present. In 1977 I resigned from Home Life and became an independent business broker in order to provide a broader range of products and services to my clients.
In 2000 I became aware of the value of Fixed Indexed Annuities. After exploring the many benefits of these products, I decided to protect and grow my clients’ wealth with the guarantees of major life insurance companies. My timing could not have been better. The decade of 2000 saw two significant market corrections and this new decade appears to also have its challenges and uncertainties. My clients and I rest easy knowing that their funds are safe and have upside potential and guarantees that provide the certainties they require in their retirement.
The decision you make with your money can and will affect you and your family’s lifestyle. These decisions goes far and beyond trusting a person or advisor. You must trust only the contractual guarantee that the person you are dealing with presents to you. If an advisor recommends a solution for your retirement and personal wealth that involves risk for rewards, remember that it is your future financial security that may be left up in the air. You may trust your current advisor, but if he or she promotes risk, you may end up running out of money before leaving this planet.
Please take a moment and listen to what a few of my clients have said about me and decide whether I might be the person you would choose to help you reach your financial goals….guaranteed!
Following are some frequently asked questions that may be of assistance to you:
Q. Is there a minimum amount of money required to become a client?
Q. What actually occurs during a financial consultation?
Q. What are the benefits of working with you?
For a no-cost phone consultation or a complimentary DVD called “Retain Your Gains”, feel free to call me at (239) 455-0027 or fill out this form.
John M. Carlson provides professional financial planning to include: Guaranteed Income Riders, Fixed Index Annuities, Tax-Free Income, Tax-Deferred Growth and Retirement Income Planning