When you work with John, you will not only build a strong relationship and a partnership when it comes to putting together your income plan, you will also see how John treats your money as if it were his own! 

Then, it’s human nature to put off a dental visit or an oil change when things are going along just fine.  But neglecting basic maintenance can have a price.  The stock market has been going along well.  What sort of “portfolio maintenance” could we be doing now that will have us saying “glad I did that” if the market turns?