For more than 24 years John McCartin has been dedicated to assisting San Diego residents resolve the financial issues that arise with retirement. John’s goal is to provide financial strategies that will bring improved financial confidence and may bring a new level of comfort to retiring.
Many of those who have sought John’s counsel have learned how to lower their tax bills, potentially help eliminate taxes on social security benefits, and increase their fixed monthly income. He has directed many professionals including government employees, teachers, physicians, and business executives who are retired or approaching retirement.
John has earned Top of The Table status with the Million Dollar Round Table. He is experienced in dealing with the major financial issues facing retirees today and how their unique needs can be met.
John has offered sales seminars throughout California on a wide variety of financial topics. As a proud resident of San Diego for more than 50 years, his focus is on improving the financial situation of local retirees. His specialty is teaching retirees how to protect their principal and carefully organize their investments.
