John D. Wilhoit

Retirement Income Certified Professional, Chartered Retirement Plan Specialist, Registered Financial Consultant, Investment Advisor Representative

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John's passion in and around personal finance started in 2004.  Motivated to learn as much as he could for himself and family and friends, he read and listened to everything he came across. Now he specializes in getting people to and through retirement.  John uses technology to assist with planning and tracking goals but also to help keep clients engaged. 

John believes in everyone and has no minimum investment or insurance requirement to work together.  He also works with many local 401k plans ranging in size from start ups to $30M+ and is a member of RPAG (Retirement Plan Advisory Group).

John holds Series 6, 7, 63, 65, and is licensed in life, health, disability, and long term care insurance.  He holds many designations as he continues to learn and hone his craft.

The next time you are wondering if you're on track for your retirement, think of John.

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Phone (502) 589-0000
Fax (502) 384-1443