John Kiser is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He works with individuals and families, as well as with small business owners, entrepreneurs and their employees.
When meeting with clients, John focuses on the following areas:
- Retirement Income Strategies
- Tax-Efficiency Strategies
- Legacy Planning
- Understanding Your Healthcare Options
- Social Security Optimization
- Asset Accumulation and Protection Strategies
- Benefit Plans for Owners and Employees
Over his career, John has built three financial services practices. The first was in Columbus, Ohio, in the mid-1970s, and the second was in Santa Ana, California, in the early 1980s. The third and current practice, Money Mentor, began operations in 2013 and serves clients in Texas, Colorado, and several other states.
In addition, John has worked with a variety of leading companies in corporate America, providing technology-led solutions to organizations that span the globe. He is an advisory board member of several cutting-edge organizations as well.
John and his wife, Avery, have two adult children and live in Spring, Texas. They are active in their church and other charitable activities. Occasionally, John lectures at private and public institutions on financial matters, entrepreneurship, and a range of other subjects. His leisure activities include reading, writing, golf, fishing, and travel.
