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