John Goodwin
John has been serving the needs of individuals, business partners, and corporate executives since 1994.
John earned a degree in Management with a concentration in Accounting from Millikin University. He holds multiple registrations including General Securities Representative (Series 7), and General Securities Principal (series 24), along with a Series 65/63 through LPL Financial. He also has his Life, Health, and Accident Insurance licenses, and a decade of experience within the insurance industry.
He started his financial career after selling a successful temporary services business in 1993. With knowledge in brokerage, insurance, and business ownership, John’s expertise encompasses many useful traits for a variety of clients. John specializes in helping clients with complex retirement strategies, as well as keeping a keen eye on tax advantaged investing.
Originally from the Chicago suburban area, John came to NJ and started a family. With the kids now grown, John has knowledge of College Planning and strategies for navigating financial aid. Now, with two grandchildren, he is now busy planning for their college education.