St. John & Associates, INC.

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Home | St. John Associates Skip to main content menu Home About Us Who We Are Our Promise to You What We Do New Client Process Our Team Services Overview Financial Planning Investment Management Financial Services Case Studies Insights Blog Newsletters Quarterly Commentary Contact Client Portal Disclosures Plan. Invest. Achieve. Schedule Now Fiduciary: An advisor that exercises his/her best efforts to act in good faith and in the best interest of the client. Financial FAQs HOW DO I FUND A CHILD’S EDUCATION? There are many options for saving money for college including popular 529 plans.We practice late-stage college planning to help families build a budget using the best-in-class college planning platform. WHEN CAN I RETIRE? We help clients answer this question and any number of what-if questions as well. Our financial planning solves the puzzle of whether a client has sufficient financial resources to meet their retirement goals. CAN I REDUCE MY TAXES? Yes! Through careful review of prior year tax filings we are able to identify methods to minimize your tax liability. We include this service as part of the process we use for building scenario analysis models in order to reduce future tax exposure. HOW IS MY PORTFOLIO PERFORMING? Fidelity provides you with a monthly statement for each of your accounts and in addition we provide you with a quarterly statement and YTD, each showing account balances and gain/losses. Welcome to St. John Associates Integrated Financial Services. W

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