Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
The Compounding Couple Specializing in Retirement Income Planning
We provide financial services for individuals and families across America. Using our proprietary financial system, MPI™ (Maximum Premium Indexing), we offer financial retirement planning services and create personalized strategies to help you achieve financial independence.
#1 Trusted Retirement Planning Services Company
We are the go-to-place for clients who want to enhance their financial knowledge. Learn simple, revolutionary approaches that work. We specialize in providing our clients the maximum, sustainable, tax-free income in retirement, while exposing your money to the least possible risk.
The Compounding Couple Specializing in Retirement Income Planning
We provide financial services for individuals and families across America. Using our proprietary financial system, MPI™ (Maximum Premium Indexing), we offer financial retirement planning services and create personalized strategies to help you achieve financial independence.
#1 Trusted Retirement Planning Services Company
We are the go-to-place for clients who want to enhance their financial knowledge. Learn simple, revolutionary approaches that work. We specialize in providing our clients the maximum, sustainable, tax-free income in retirement, while exposing your money to the least possible risk.
PatrickHarkinretired from the U. S. Postal Service with nearly 35 years of government service in many different positions including five as Postmaster, numerous OIC/Acting Postmaster positions and other assignments to USPS Headquarters, Region & Area Headquarters, finishing his career as Manager, Operations Programs Support for the Greensboro District.
Patrick served in the U. S. Air Force and the Iowa Air National Guard.
Patrick studied Accounting and Business Law at Drake University and Iowa State University.
Patrick was born and raised in Iowa and moved to North Carolina in 2000 as a promotion to Postmaster of Shelby North Carolina.
Upon retiring from the Postal Service Patrick realized there is a huge gap of knowledge and understanding for postal employees, federal employees and veterans about their benefits and no one true source to get definitive answers.
Patrick specializes is federal benefits for current employees, retired employees and their family members.
Patrick has taken training and is a Certified Financial Fiduciary® and Federal Retirement Consultantsm.
Our Goal is simple: for over 22 years we have helped our clients make SMART investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We know that relationships are very important and that earning someone’s trust is Sacred.
Our sole Purpose is to help our clients arrange their financial affairs in such a way as to Preserve their Capital, maintain Financial Freedom and most importantly, enjoy Peace of Mind.
Because Education is at the Heart and Core of Life Financial Wealth Management, John has dedicated himself and his career to obtaining Specialized Knowledge by becoming an Investment Advisor Representative (IAR), a Certified Financial Fiduciary® (CFF) and has obtained distinction in his field by being appointed a Certified Financial Educator® (CFEd) through the esteemed Heartland Institute of Financial Education.
John is a native of Fort Wayne, Indiana. He has been married to his Bride, Christine for 29 years and is the Proud father of two daughters; Katherine who attends Saint Mary’s College, Notre Dame, Indiana, and Grace, who attends Bishop Luers High School. When John is not in the Office, he enjoys time with his family, working on his “honey-do” list, and being outdoors; running, biking, or watching his grass grow.
Traveling is his passion! He loves dreaming, planning and/or taking trips, here in the USA or across oceans while learning about different cultures and monetary systems. He enjoys a good joke, a good book, and a good game of cards.
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