John A. Kodric

WORK HISTORY

EDUCATION

ABOUT JOHN A. KODRIC

WHAT I DO:I help business owners & professionals achieve early retirement without sacrificing lifestyle, while paying less in taxes and help them manage risks in case of an emergency. Most people focus on wealth accumulation throughout their working years, giving very little thought to the distribution phase. This leaves many of them ill-prepared for retirement. I specialize in helping business owners & professionals to create a clear distribution plan that they cannot outlive.WHO I HELP:I partner with successful Business Owners & Professionals within 10 years of retirement, including a strong emphasis on, but not limited to- Business Owners- Self Employed- Doctors- Lawyers- Contractors- ManagersFOR THE LIFE YOU WANTFinancial planning is a life long pursuit. It starts with an in-depth understanding of your current issues and concerns and a clear understanding of your needs and goals. Then, there needs to be a process in place for monitoring your progress towards those goals to ensure they are attained.At Kristen Financial Group our professionals are continually working to make those goals a reality for each and every one of our clients. We’re dedicated to helping you make smart, educated and well-thought out financial decisions throughout all the various stages of your life.We also recognize that each individual or family’s needs are unique. To meet them, we have structured our programs and services to provide complete flexibility through a wide variety of customizable options. We help you define and implement a financial plan, and we’ll continue working with you to ensure you are always on track to protect and grow your wealth.Through our relationships with private portfolio managers, investment counsellors, living benefits specialists, group insurance specialists, group retirement plan consultants, accountants, lawyers, bankers, real estate professionals and mortgage brokers (to name a few) we help our clients connect with the right service providers, while keeping the big financial picture clearly in view.READY TO TALK?Reach out to me directly here on LinkedIn, email me at j••••••@rogers.com, or call me directly at90••••••01.Book a call here: https://calendly.com/jkodric/10min