About Life Financial

Helping You Preserve Capital, Maintain Financial Freedom, and most importantly, enjoy Peace of Mind.

Our Mission

Our Goal is simple: for over 22 years we have helped our clients make SMART investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We know that relationships are very important and that earning someone’s trust is Sacred.

Our sole Purpose is to help our clients arrange their financial affairs in such a way as to Preserve their Capital, maintain Financial Freedom and most importantly, enjoy Peace of Mind.

Longstanding

Independence

Family

Estate

Longstanding

Independence

Family

Estate

About The Owner

John is a native of Fort Wayne, Indiana. He has been married to his Bride, Christine for 29 years and is the Proud father of two daughters; Katherine who attends Saint Mary’s College, Notre Dame, Indiana, and Grace, who attends Bishop Luers High School. When John is not in the Office, he enjoys time with his family, working on his “honey-do” list, and being outdoors; running, biking, or watching his grass grow.

Traveling is his passion! He loves dreaming, planning and/or 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.

Longstanding

Independence

Family

Estate

Longstanding

Independence

Family

Estate

Our Philosphy

At Life Financial Wealth Management, LLC, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.