| “John listened to our concerns about how our estate plan would impact our children. He referred us to an estate planning attorney and helped guide us through the process of trusts and insurance. Then he suggested the most appropriate solution and negotiated the best rates for us. He kept our concerns and our needs foremost.” |
Michael Ring & Jackie Bonner Ring
Novato, CA |
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| “John assessed a difficult situation with our 401k and turned it around. He trained all the employees and is actively managing it better than we could have expected. He did an exceptional job. We appreciate his high level of integrity and professionalism.” |
John Dickerman
President, Global Water Instrumentation, Inc.
Gold River, CA |
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| “As families age, lifestyles often change. We were blessed to have Aunt Gertrude, the matriarch of our family, who lived well into her nineties. As she aged and became increasingly dependent on assisted care, our greatest desire was to be able to return the love and support she had always freely given to us and to our children. Planning for her future became a critical challenge when it became clear that she could no longer live alone. John worked very closely with Aunt Gert and with us to understand her needs and to create a portfolio that allowed her to live, until she died, in comfort, with dignity, and surrounded by those who loved her and those who could properly care for her. The Dito family can never thank John enough for his caring and guidance in helping us plan for this phase our family's life.” |
Larry & Jo-Ann Dito
(Larry Dito is the Director of Parks, Recreation and Community Services for the City of Novato, California.) |
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| “I have worked with John for more than 25 years and he has always come through. He helped me with two disability claims. Great follow-through! Great guy! Great agent! He’s just the kind of guy you’d want to have as your financial advisor.” |
William Mason, DPM
Santa Rosa, CA |
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