Preconceived thoughts can make financial planning intimidating. Therefore, my goal for every client is to derive a feeling of ease. You could be the CFO of a business, or a homemaker with no prior financial acumen, but I will treat you the same way. I will take the time to learn about your financial needs & concerns, and I will work with you to educate you. Empowered with enough knowledge to make an informed decision, you will be able to take full responsibility of your financial future, or work with my team and I to delegate the responsibility.
The bottom-line - I will respect you & your circumstance as a human, rather than categorize my services based on your gender/sex.
As a CERTIFIED FINANCIAL PLANNER™ professional, supported by a team of specialists, I provide holistic, financial planning roadmaps encompassing:
• Retirement income planning
• Investment advisory services
• Insurance needs analysis
• College education planning
• Estate planning
• Business succession / continuity strategies
• Workplace benefits analysis
THREE THINGS ABOUT ME
I enjoy international travel (obtained my postgraduate degree in Scotland)
Golfing is my newest hobby
I am getting married in October of this year
CERTIFIED FINANCIAL PLANNER™
Bentley University (BS) & University of Edinburgh Business School (MS)
John Foley is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: One Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.