John McCaffrey

Background

About John McCaffrey

I’m a Fiduciary Financial Advisor dedicated to helping individuals, families, and business owners build comprehensive financial plans that go beyond just managing investments. As an independent advisor, I operate as a business owner myself, which gives me firsthand insight into the complexities and opportunities of entrepreneurship, from tax planning to managing cash flow and everything in between. Many successful clients I work with have multiple streams of income, which inspired me to launch Peak Sweep Cleans, a Colorado Springs based Commercial and Residential Cleaning Company where we offer the following cleaning services: • Post Construction • Office & Commercial Spaces • Move-In/Move-Out • Health Care & Nursing Homes • Schools & Education Facilities Starting this business deepened my understanding of what it truly means to build and run a successful company. It taught me valuable lessons in hiring and managing great people because our cleaners are the backbone of our business’s success. In my financial planning practice, I focus on Fee-based planning which means I get paid for my time, advice, and ideas and I am not forced to sell specific financial products. This approach allows me to act purely in my clients’ best interests. Too often, what passes as “financial planning” is merely a collection of products purchased over the years, which can lead to missed opportunities in tax savings, risk management, retirement planning, and more. True financial planning is holistic, tailored, and dynamic, covering all aspects of your financial life, not just investment management. The average advisor is around 56, with many nearing retirement and relying on strategies that worked decades ago. As a younger advisor, I bring fresh thinking and can offer long term guidance for decades to come. Whether working with business owners, executives, or families, my goal is to provide clarity, strategy, and peace of mind so you can confidently build and protect your financial future and if you’re a business owner, leverage every opportunity that comes with entrepreneurship. If your current financial advisor is primarily focused on managing investments or you're approaching retirement and you’re unsure when you can confidently retire, I’d love to help you develop a comprehensive financial plan tailored to your goals. John McCaffrey (630) 240-8371 jmccaffrey@1847financial.com https://calendly.com/jmccaffrey-1847financial/intro