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John A. Gutfranski, CFP®, AIF®, CRPC®

John A. Gutfranski, CFP®, AIF®, CRPC®

Financial Advisor

Shoulder to shoulder, working toward your financial goals

I bet you think a lot about your financial goals. You wonder, “How much will I need to reach them?” “How much should I be saving?” “Am I on track to reach a comfortable retirement?” These are challenging questions, but they’re ones I can help you answer.

Together we can develop a personalized analysis with realistic steps to help you move toward your objectives, while keeping you in financial control along the way.

No matter what stage of life you find yourself in, you’re never too young or old to prepare for your financial future. Call me to get the conversation started.

A bit about me

I have more than 20 years of financial services experience, so I can help you develop and implement holistic financial solutions. Specifically, I can:

  • Help you review your plans for the future and compare them to how (and how much) you save
  • Design a financial analysis and help you follow it
  • Create action steps based on your personal goals
  • Provide ongoing assistance to help you work toward reaching your goals
  • Help you develop a budget for today's expenses and for living in retirement
  • Employee Benefits/Qualified Retirement Plan Analysis, Construction & Implementation
  • Employee Education
  • Insurance - Life, LTC, Health, S/T & L/T Disability; Voluntary Group Benefits

I hold the following registrations, licenses and/or professional designations:

  • Series 7 - General Securities Representative
  • Series 66 - The Uniform Combined State License
  • Certified Financial Planner (CFP)
  • Accredited Investment Fiduciary (AIF) - Chartered Retirement Planning Counselor (CRPC)
  • Life, Health and Variable Annuity