About Life Financial
Helping You Preserve Capital, Maintain Financial Freedom, and most importantly, enjoy Peace of Mind.
Why We Are Different
We understand and believe that a Personal Approach to working alongside our clients in Discovering, Designing and Deploying financial strategies is the most essential ingredient in the Relationships that we build.
Life Financial Wealth Management was established to provide our clients with a Simple, yet Powerful Process married to Exceptional Service. We are committed to providing our clients with ongoing Education designed to further their understanding of our Proprietary Process and Investment Philosophy. We find that quality financial decisions are often made after the client is informed of options that they may not know are possible.
We believe with responsible decisions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals. It is to this end and purpose, on behalf of our clients, that Life Financial Wealth Management exists.
About The Owner
John is a native of Fort Wayne, Indiana. He has been married to his Bride, Christine, for 32 years and is the Proud father of two children. Both of John’s Grandfathers were Farmers in Adams County (Decatur) “Clover Leaf Farm” and Whitley County (Columbia City). He worked on the Farm in Thorncreek Township during the summers when he was growing up. When John is not in the Office, he enjoys time with his family, working on his “honey-do” list, and being outdoors; camping, grilling, biking, running, gardening, and watching his grass grow. John enjoys practicing yoga along with his wife Christine, at her business Chill Yoga. Traveling is his passion! He loves dreaming, planning and taking trips, here in the USA or across oceans while learning about different cultures and monetary systems. He enjoys a good joke, a good book, and a good game of cards.
Education & Certifications
Because Education is at the Heart and Core of Life Financial Wealth Management, John has dedicated himself and his career to obtaining Specialized Knowledge by becoming an Investment Advisor Representative (IAR), a Certified Financial Fiduciary® (CFF) and has obtained distinction in his field by being appointed a Certified Financial Educator® (CFEd) through the esteemed Heartland Institute of Financial Education.