For more than 24 years John McCartin has been dedicated to assisting San Diego residents resolve the financial issues that arise with retirement. John specializes in Retirement Income Planning and his goal is to provide financial strategies that will bring improved financial confidence and may bring a new level of comfort to retiring.
Many people 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 putting him in the top 10% of advisors nationwide. He is a member of the distinguished Forbes Magazine Advisory Pane and is also a member of the National Ethics Bureau.
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.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McCartin and Associates and Sound Income Strategies, LLC are not associated entities.