We provide financial services with a focus on those who are facing changes in their employment status due to job loss, career change, or retirement. At John Stokes Financial, our team of dedicated investment and financial professionals always act as fiduciaries for our clients and are committed to offering comprehensive wealth management services including financial planning, investment management, and ongoing advice and solutions. Portfolio Management Services Financial Planning Services Comprehensive Financial Planning Strategies Asset Allocation Analysis, including investment portfolio review and 401k analysis Budgeting and Cash Flow Analysis Business Retirement Planning Services Education/College Savings Planning Estate Planning Strategies Insurance Needs Analysis Investment Tax Analysis Retirement Income Planning and Analysis Insurance Services Annuities , Life Insurance, Health Insurance & Long-Term Care Currently hold my Series 7, 63, and 66 Securities licenses as well as a Life, Health, Accident, and Variable Contracts Insurance License. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. John Stokes Financial and Securities America are separate entities. Member FINRA/SIPC-www.finra.org, www.sipc.org This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all customer experiences. 