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John Storm
Business Name:
Win Wealth Solutions
Business Description:
We now offer Professional Money Management, we are fiduciary's, and offer all the top rated Financial and Insurance companies for our clients, weather you are just getting started, ready to start taking distributions or leaving a legacy to loved ones or charity
How Business Creates Value:
We use only the top rated companies, which add extra value to our clients portfolios, that coupled with specific research to create strategies that are not only results driven, but designed around their investment philosophy.
How Member Creates Value:
To creat relationships with our members and their referrals that will last a lifetime.
What I Do.
Help my clients organize their financial affairs and plan for the future
Why I Do It.
I enjoy designing portfolios around my clients unique investment philosophies, and am grateful for their trust and confidence that they give me to pursue achievable short term and long term goals in all aspects of investing.
Contact Information
Phone
714 319-6967
Website
Skills
- My skill #1 Extensive training in Retirement planning for both Offensive and Defensive planning
Credentials
- 65 Securities licensed, Life License, Which includes Annuities (variable and fixed) Long Term Care, Disability, Certified Covered ca Agent (Healthcare) Series 6, and 63 securities licensed, Variable Annuities, IRA's, Retirement Plans, even Pensions
- Pensions
- Roll overs
- 401K
- Business Retirement Plans
- All IRA's
- professional money management
Interests
- Traveling with Family, Tennis and Soccer, also an avid lover of the game of Golf.
- Grilling, Barbecuing and Smoking great food for our family and friends
Experience
- I have been in the financial and Insurance industry for 15 years, as an independent advisor i can offer any company or product that fits the clients needs..
Languages
- English