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Financial Consultant
Uniontown , PA
724-438-5563
Email
The reason to buy equities is never for what the
market is going to do next; it’s for what the market is ultimately
going to do
John works with families to establish goals for the attainment of wealth
as defined by his clients. Their goals could be a comfortable retirement,
the education of one or all of their children or grandchildren or any
other long-term commitment. It is whatever the client decides. Together,
John and his clients put together a plan for the realization of those
goals. Finally, John devises a specific investment strategy that is appropriate
for execution of that plan.
In addition to working with individuals, John works with many small business
owners, predominately with their retirement plans, but also in succession
planning to assure that there will be a smooth transition of their business
to the next generation or to a surviving partner.
Office:
Uniontown , PA
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, life insurance, long term care
insurance, financial planning, retirement planning, estate planning.
Personal:
Active in his community, John volunteers for many charities. He is a past
President of the local Uniontown-Chestnut Ridge Rotary Club and has also
served as District Trainer and as an Assistant Governor in Rotary District
7330. He also serves on the Advisory Board of Junior Achievement of Western
PA. Additionally, he is a Past Master of Fayette Lodge No. 228 F.
& A.M., a 32nd degree Mason of the Scottish Rite, a Knight Templar
of the York Rite as well as a member of all the associated lodges.
He is a Tall Cedar of Lebanon and a member of the Syria Shrine A.A.O.N.M.S.
of Pittsburgh, PA. In his spare time, John enjoys winemaking, golf,
cigars and making his wife, Pamela, laugh.
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John
Baker