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Individual Planning Services

Have you found the star on the map?

In order to get to the star what other piece of information do you need?

The answer is:
"Where are you now?"

You need to know "where you are now" to create a Quality Financial Plan or Estate Plan. Most people spend more time looking at road maps to plan a vacation than they do working for their own financial success. You're to be congratulated for stopping by this web site; it means you want to be successful. The following services are coaching techniques we offer our clients to help them reach their goals.

Road Map to the Future: After we determine your current position and establish reasonable goals we complete a financial needs analysis. Through a comprehensive computer analysis we review your legal documents, income, current expenses, debts, mortgages, savings, insurance and investments. We then compare your current positions to your dreams, ambitions and goals. With your input we'll help you establish an action plan.

On the Road Maintenance: You've been on the road to success for a while but feel the need for mid-course adjustments. Or maybe you are close to your destination and want to slow down for the curves ahead. We can help by using some of the same computer assisted planning tools already mentioned. Maybe a mid-course correction or change in investment strategies along with regular annual reviews can improve your end results.

End Of the Road: You have a lot of life left and you're not sure what to do! You think you have more than enough for your needs and want to help others. After an analysis we can help you determine if your assets are sufficient and properly positioned to meet your needs, and help you develop a conservation and estate tax plan. Along the way we may assist you in helping your children or favorite charity.

How We Get Paid: John L. Kingsley has spent a lifetime in service to others and has always felt he needs to provide value-added service to earn your business. For this reason he does not charge a fee. In your initial interview you and John decide if you're comfortable with one another. If you both decide to go forward Mr. Kingsley will be paid in the implementation stage of your plan. Drawing from his growing experience since 1971, he will select investment and insurance vehicles that meet your needs. Often they are things he owns himself.

Our goal is to help you reach yours.

Register Now Planning Steps Products Available


Individual Planning Services
Have you found the star on the map? In order to get to the star what other piece of information do you need? The answer is: "Where are you now?" You need to know "where you are now" to create a Quality Financial Plan or Estate Plan. Most people spend more time looking at road maps to plan a vacation than they do working for their own financial success. You're to be congratulated for stopping by this web site; it means you want to be successful. The following services are coaching techniques we offer our clients to help them reach their goals.
Road Map to the Future: After we determine your current position and establish reasonable goals we complete a financial needs analysis. Through a comprehensive computer analysis we review your legal documents, income, current expenses, debts, mortgages, savings, insurance and investments. We then compare your current positions to your dreams, ambitions and goals. With your input we'll help you establish an action plan.
On the Road Maintenance: You've been on the road to success for a while but feel the need for mid-course adjustments. Or maybe you are close to your destination and want to slow down for the curves ahead. We can help by using some of the same computer assisted planning tools already mentioned. Maybe a mid-course correction or change in investment strategies along with regular annual reviews can improve your end results.
End Of the Road: You have a lot of life left and you're not sure what to do! You think you have more than enough for your needs and want to help others. After an analysis we can help you determine if your assets are sufficient and properly positioned to meet your needs, and help you develop a conservation and estate tax plan. Along the way we may assist you in helping your children or favorite charity.
How We Get Paid: John L. Kingsley has spent a lifetime in service to others and has always felt he needs to provide value-added service to earn your business. For this reason he does not charge a fee. In your initial interview you and John decide if you're comfortable with one another. If you both decide to go forward Mr. Kingsley will be paid in the implementation stage of your plan. Drawing from his growing experience since 1971, he will select investment and insurance vehicles that meet your needs. Often they are things he owns himself.
Our goal is to help you reach yours.
Register Now Planning Steps Products Available