John Linge

Background

About John Linge

Wealth Management Specialist. We specialize in helping clients pursue their financial goals through Retirement Planning, Investment Portfolio Management, Estate Planning, Life and Health Insurance, Debt Analysis and Management and all areas of General Financial and life Planning. I am in charge of the Jacksonville Office of Wealth Enhancement Group which overseas more than $140 Million of client investment assets. Nationally, Wealth Enhancement has over $90 Billion in client investment assets. Approximately 70% of our investment clients are retired and living on their portfolios. The other 30% of our investment clients are still accumulating assets for retirement consistent with the "Retirement Blueprint" we have customized for each client. We are highly experienced in IRA rollovers from Company Retirement Plans. We are also very knowledgeable in Employee and retiree Health Insurance issues, Life Insurance, Medicare, and Social Security Disability and Retirement benefits. Our Investment Portfolios are driven by our proprietary Quantitative Tactical Asset Allocation Model called DRIPS, which stands for Disciplined Retirement Income Portfolio Strategy. DRIPS is designed with the goals of limiting volatility and decreasing exposure to the big drawdowns of the stock market. DRIPS combines valuation metrics with momentum metrics to tactically asset allocate the portfolios based upon current market metrics. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.