John Bever, Cfp®

John Bever, Cfp® Email and Phone Number

Financial Advisor @ Phase 3 Advisory Services, Ltd.
buffalo grove, illinois, united states
John Bever, Cfp®'s Location
Buffalo Grove, Illinois, United States, United States
John Bever, Cfp®'s Contact Details

John Bever, Cfp® personal email

n/a

John Bever, Cfp® phone numbers

About John Bever, Cfp®

As a business owner, you invest more energy into taking care of day-to-day business finances and providing adequate benefits for your employees than you do into thinking about building personal wealth or planning for your retirement. If you’re concerned that you’re not doing everything you could be doing to prepare, let's chat.For over 30 years, I have helped individuals, families and business owners achieve greater financial independence and have a bigger impact on the people and causes they are most passionate about, both now and in retirement.It can be scary to know you’re missing some key components of your business financial plan by being overwhelmed with the other demands on your time and energy. That is why I do what I do – to help you take the worry out of managing your personal and professional financial life so you can live a fuller life for you, your family, and your business.You can get started planning your wealth management strategy today.1. Schedule your complimentary Discovery Meeting by calling my office at (847) 520-5545.2. We’ll work together to run create a customized plan for business succession, wealth management, and retirement savings.3. Confidently grow your business, knowing your retirement planning & wealth management is in the experienced hands of a CERTIFIED FINANCIAL PLANNER™ professional.You can find my comments on several Chicago-area publications including the Daily Herald Business Ledger and on WGN Radio and the WBBM Noon Business Hour. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Phase 3 Advisory Services. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth, Inc.

John Bever, Cfp®'s Current Company Details
Phase 3 Advisory Services, Ltd.

Phase 3 Advisory Services, Ltd.

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Financial Advisor
buffalo grove, illinois, united states
Website:
phase3advisory.com
Employees:
7
John Bever, Cfp® Work Experience Details
  • Phase 3 Advisory Services, Ltd.
    President And Chief Investment Officer
    Phase 3 Advisory Services, Ltd. May 1984 - Present
    Buffalo Grove, Il
    Founded fee-based financial planning firmOver $100 million under managementCreated proprietary financial planning templates 1984-1994Chief Investment Officer 1994 – presentAuthor of quarterly economic newsletter since 1985Public Speaker on a wide variety of personal finance topics
    View
  • Estate Planning Coordinators
    Financial Advisor
    Estate Planning Coordinators Jan 1983 - Apr 1984
    Provided financial and estate planning advise to individuals and charities

John Bever, Cfp® Skills

Wealth Management Investment Management Retirement Planning Insurance Planning Small Business Financial Planning Strategic Financial Planning Investment Advisory

John Bever, Cfp® Education Details

Frequently Asked Questions about John Bever, Cfp®

What company does John Bever, Cfp® work for?

John Bever, Cfp® works for Phase 3 Advisory Services, Ltd.

What is John Bever, Cfp®'s role at the current company?

John Bever, Cfp®'s current role is Financial Advisor.

What is John Bever, Cfp®'s email address?

John Bever, Cfp®'s email address is jw****@****ory.com

What is John Bever, Cfp®'s direct phone number?

John Bever, Cfp®'s direct phone number is (847) 520*****

What schools did John Bever, Cfp® attend?

John Bever, Cfp® attended College For Financial Planning, Southern Illinois University, Carbondale, Moody Bible Institute, Prospect High School, Mt. Prospect, Il.

What skills is John Bever, Cfp® known for?

John Bever, Cfp® has skills like Wealth Management, Investment Management, Retirement Planning, Insurance Planning, Small Business Financial Planning, Strategic Financial Planning, Investment Advisory.

Who are John Bever, Cfp®'s colleagues?

John Bever, Cfp®'s colleagues are Linda Catomer, Kelly Vanhoveln, John Bever, Dawn Bizar, Jim Uren, Cfp®, Abbie Armstrong, Crystal Winters.

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