John Dunphy

Background

About John Dunphy

I help you realize your life-long ambitions of financial freedom, peace of mind and a retirement lifestyle you deserve. Your retirement involves more than just your pension, your investment portfolio and your 401k roll-over. It’s the lifestyle you've been dreaming about since that first day of work. I am bound by ethical standards to provide advice free of conflicts. I will serve as a fiduciary to you, which means I have to act in YOUR best interests. I educate you on how to anticipate the challenges of volatile financial markets, changes in interest rates or potential income tax increases. I design financial plans to protect your savings from future expenses like long-term medical care. Wealth preservation is what I do.For over 25 years our clients have shifted their financial burden to our team at Haussmann Financial because they trust us to explain what retirement options might be in their best interests for their particular situation. Let’s create your retirement plan or bring your current retirement plan up-to-date, tying your retirement plan to your personal aspirations which may include some or all of these:Preserving your assets during volatile marketsBuilding a family legacy Gaining a retirement lifestyle free from worryUnderstanding your investment strategy with clarityI look forward to having the opportunity to work with you in order to achieve your dreams.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Haussmann Financial, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Please see our website for full disclosures @ haussmannfinancial.com