John K Ulwick, Cfp ® Email & Phone Number

The number one financial worry is not having enough money to retire. Do you know how much you need? Do you know what assets to spend first? Is it allocated in the right places? I can provide clarity along with strategies and solutions to address your needs, lifestyle, and goals. I will provide you with a customized plan that is simple to understand and I'll work with you to help you implement it and monitor it along the way. You’ve worked hard and you want a reward for that, but in today's complex world it takes diligence, research and careful consideration to help you work towards your goals. Financial Planning is not a do-it-yourself project. I can help you gain perspective and confidence in your financial future and provide information so you can make informed decisions.Along with my team, I am able to help my clients in their efforts to attain financial freedom through various strategies to manage taxes, risk, inflation, and costs.Integrated Financial Partners (IFP) specializes in collaborating with our clients’ other advisors in seeking to provide greater efficiencies in your financial life. LPL Registered Representative since October 2016.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Financial Partners a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As a Field Vice President, I was responsible for identifying, training and managing 10 District Managers, 20 Field Trainers, 600 Financial Advisors, and through them, providing financial services to many thousands of clients. A key role in this position was to ensure that my teams were providing the most accurate information, reliable tools and prudent strategies for their clients. During this time, I provided classroom and one-on-one training on: case design processes, client communication, relationship building, presentation strategies, competitive analysis, compliance regulations, business development, and practice management. The majority of training, however, was provided on products and providing client solutions which included: • Business Owner Planning, Continuity Planning and Succession Planning• Estate Planning, Charitable Gifting Strategies and Legacy Planning• Investment Planning, Portfolio Analysis and Wealth Accumulation Strategies• Family Income Protection and College Funding StrategiesBy teaching advisors to always put the client’s needs first, I was able to develop hundreds of successful advisors who were, in turn, able to help thousands of their clients, hopefully benefiting them for decades to come. This is something for which I am most proud and found personally fulfilling and rewarding. While I enjoyed training and management, I wanted to return to my roots and provide financial services and advice directly to clients. After thorough research and consideration, I determined that being affiliated with Integrated Financial Partners would provide the best resources for me and my clients.

Cfp, Financial Planning

B.S., Finance, Economics

Education record

Education record