John Carolan

Background

About John Carolan

Know Your Financial Options Secure Your Retirement Gain Peace of Mind College Preparation Secure your Children’s (and Grandchildren’s) Future Tax Reduction Strategies We take the confusion out of maintaining and building your wealth. We focus on the financial wellness and financial fitness of our clients - You. We assist individuals just like you gain confidence by identifying financial strategies to protect your Income and Savings, build a better retirement, college planning for your kids, and tax-reduction strategies. We take a comprehensive approach to Financial Literacy & Education of our clients (Know Your Options), Retirement Planning, Wealth Accumulation, Insurance Planning, Investment Planning and Legacy Building. STOP PAYING TOO MUCH IN TAXES: Some of our strategies help our clients save hundreds of thousands of dollars in taxes throughout their lifetime. Our strategies help our business owner clients potentially save millions in taxes throughout their lifetime. INCREASE YOUR RETIREMENT INCOME: Are you on track to retire comfortably on your own terms? Our strategies help our clients increase their retirement income between 27% to 98%. CUSTOMIZED FINANCIAL PLANNING: We are an independent financial planning firm. Therefore, we are committed to your financial success, and not to a company or specific product. Because we work with a number of companies, we can/are able to find the right products to fit our clients’ needs. Only after we have a clear understanding of what you want to accomplish, do we make any type of recommendations or take you on as a client – at no cost to you. And only then do we customize appropriate financial strategies to suit your Vision, your Goals, and your Objectives. OUR SERVICES: Financial Education, Income Protection and Savings Strategies, Tax Reduction Strategies, Wealth Accumulation, Retirement Income Strategies, 401k's Rollovers, IRA's & Retirement Plans, Insurance Planning, Creating Legacies for Your Children and Grandchildren, Employee & Executive Benefits. Please reach out for a free financial literacy and wellness education session. C:(240) 338-7759 Email: lodestarfinance@gmail.com