Life InsuranceRetirement Income PlanningEstate PlanningAnnuities
About John Pierce — La Mesa, California
I've spent nearly 50 years helping people (like my own family) find ways to deal effectively with the three events that happen to virtually every single person.
The 3 Facts of Everybody's Life:
WE ALL PAY TAXES. Is there a legal way to cut back or even eliminate income TAXES? Have you ever figured out what you are paying to Uncle Sam compared to what you keep and can spend?
WE ALL WILL EXPERIENCE SOME LOSS OF HEALTH AND VIGOR. Sickness, aging, injuries … Do you know what will be "on you" when your health insurance stops paying?
WE ALL EVENTUALLY PASS ON and leave expenses and support obligations behind for others to take care of. Can we ease this burden we leave for others? What about creating a possibly tax-free family legacy?
Best Solution Finder
I'm glad that I can serve as a "best solution finder" for ALL of these life situations within the life insurance industry of today.
My joy is to help people plan and find new hope so that they can KNOW they have made a HUGE impact on ...
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Frequently Asked Questions About Financial Advisors in La Mesa, California
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.