about
As a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience, John specializes in guiding professionals through the complexities of personal finance. His approach is centered on crafting personalized strategies that help clients gain clarity and confidence about their financial future.
John provides fiduciary advice rooted in transparency, integrity, and long-term relationships. Whether you're planning for retirement or optimizing your financial life, he’s here to help you take the next step forward.
Services I Provide:
Retirement income planning and investment strategy
Tax-efficient savings and distribution strategies
401(k), IRA, and Roth IRA guidance
Social Security and Medicare planning
Insurance and risk management reviews
Estate planning coordination
Financial planning for business owners and high-earning professionals
Ready to Take Control of Your Financial Future?
Schedule a free, no-obligation consultation today and let's explore how personalized planning can help you reach your goals — with confidence and clarity.
CONTACT
972.573.0391
john@maiawealth.com