Welcome to John Ingraham, LLC

OVER 40 YEARS FINANCIAL PLANNING

“In today’s financial environment, you need effective strategies to help you safeguard and preserve your retirement savings and investments. You have worked hard all your life, and need enough income to maintain a worry-free retirement while still leaving a legacy your family. I can help.”

Financial Growth

Providing you with the resources and tools for financial stability and growth throughout your lifetime.

Insurance

Life insurance and long-term care options.

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Retirement Planning

Safe retirement solutions for your golden years.

ABOUT JOHN

John has dedicated 40+ years to building wealth through profit in his own business, for other business owners, and for private individuals.  He has dedicated his time to educating others how to manage their assets, and has turned his successful skills into an easy-to-follow format for individuals.  He is highly motivated to provide excellence in client services with a goal of complete client satisfaction.
Applying these same attributes to the insurance and financial services business has led to his receipt of numerous industry awards, most recently the LIMRA International Award “in recognition of achievement in productivity and professionalism, thereby helping to assure the future financial security of clients and their families.

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OUR SKILLS

Do you worry about retirement? Need advice on your mortgage? Would you like to fund college for a loved one? No matter the need, proper planning now ensures you reach your goals for the future. John Ingraham can provide the help you need to reach your goals.

RETIREMENT PLANNING
INVESTMENTS
RISK MANAGEMENT
John's popular presentations give you the information you need to:

  • Developing a tax strategy
  • Required Miminum Distributions
  • Roth IRA conversions
  • Multi-generational IRAs
  • Minimizing hidden costs of mutual funds and variable annuities
  • STEP plan for income stream with lower taxes
  • Family Bank
  • Long-term care planning
  • Legal documents and affairs
CREATIVE & CORPORATE POWER
"Educate yourself, and improve your financial future.
Check our calendar and sign up today for John's next workshop .
You can't afford to miss it!"
OUR KEY SERVICES

Investments

John Ingraham Financial Planning can provide a full analysis of your investments and an asset allocation, and then implement these recommendations and manage them for you in the future.

Risk Management

Are there gaps in your insurance, or are you over-insured? Is your will up to date? Insurance and estate planning are important considerations.

Retirement Planning

Have you saved enough for retirement? Are you facing decisions on a pension? When should you start taking social security? Our services provide analysis of all of these questions, and help you reach the decisions that are best for you.

OUR CLIENTS LOVE US
James W. Smith
I initially met John through a family member he was advising. From word of mouth I had heard he was personable and competent. When we finally met in person I knew immediately that he was honest, sincere and could not do enough to explain the 'fine' details that, up to that point, had never occurred
Meenu Bagla
Great perseverance, amazing drive for business excellence
Brian Stephenson
When I worked with John at Mindblazer, I gave him the nickname of "Mr. Positivity." He was unshakable in his mindset that he, his team, and his company could get the job done. So often we are told to watch a man's actions instead of listening to him, but with John, they were one in the same. If he s
Jay Adler
John is very detail oriented and his main goal is to make sure that the customer is receiving what he has asked for. He will not stop until he is 100% positive that the job is complete. I have never known another person with the work ethic that John possesses.

Listen to John's Podcast

Can’t wait to meet with us or looking for additional information?  Listen to the podcast provided for new investment trends and tools.

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View Upcoming Events

Need more advice or helpful tips?  Come to an event scheduled  Check out our events Calendar and meet with John or an adviser today.

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Financial Resources

Our resources section is full of useful links and financial calculators to help you with your financial needs.

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Johns Blog

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