John Dennison, ChFC, CLU, MSFS, CSA
I have been helping investors and retirees for 40 years. I am a Financial Consultant, Chartered Life Underwriter and Certified Senior Advisor. I graduated from the University of Wisconsin Madison with a BBA degree in Risk Management and have a Masters Degree in Financial Services from the American College.
As a result of my planning strategies, my clients enjoy Total Wealth Optimization. Because they are freed from the chains of financial worry, they are able to spend time doing the activities that bring them the most internal satisfaction. They are clear about what is important to them in life and understand that money is nothing more than a tool for them to use to support their value system.
Each year, Mr. Dennison educates area seniors on topics including taking money out of IRA’s tax-free, avoiding unfair taxes on your Social Security Income, how to get long-term care protection utilizing current assets, safe investment alternatives, and protecting yourself from market loss.
I have worked hard helping seniors achieve financial security from unforeseen loss due to medical, long-term care, and final expenses.