John D. Wilhoit

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 around 2004 when he realized (from personal experiences) the lack of personal finance education, or more specifially, a lack of financial wellness.  Insipred to learn as much as he could for himself and family and friends, he read and listened to everything he came across, even went through a financial planning program offered through a local university.  After those experiences, John knew he wanted to help guide as many people as possible to meet their goals and dreams.  He specializes in getting people to and through retirement, and awknowledges there are many variables and 'what ifs' to navigate along the way.  John uses technology to assist with planning and tracking goals but also to help keep clients engaged, connected, and informed. 

John believes in everyone and has no minimum investment or insurance requirement.  He also works with many local 401k plans ranging in size from start ups to $20M+ 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 contnues to learn and hone in on 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) 425-2284
Mobile Phone (502) 912-1603