John Linge Email & Phone Number

Wealth Management Specialist. We specialize in helping clients pursue their financial goals through Retirement Planning, Investment Portfolio Management, Estate Planning, Life and Health Insurance, Debt Analysis and Management and all areas of General Financial and life Planning. I am in charge of the Jacksonville Office of Wealth Enhancement Group which overseas more than $140 Million of client investment assets. Nationally, Wealth Enhancement has over $90 Billion in client investment assets.Approximately 70% of our investment clients are retired and living on their portfolios. The other 30% of our investment clients are still accumulating assets for retirement consistent with the "Retirement Blueprint" we have customized for each client. We are highly experienced in IRA rollovers from Company Retirement Plans. We are also very knowledgeable in Employee and retiree Health Insurance issues, Life Insurance, Medicare, and Social Security Disability and Retirement benefits.Our Investment Portfolios are driven by our proprietary Quantitative Tactical Asset Allocation Model called DRIPS, which stands for Disciplined Retirement Income Portfolio Strategy. DRIPS is designed with the goals of limiting volatility and decreasing exposure to the big drawdowns of the stock market. DRIPS combines valuation metrics with momentum metrics to tactically asset allocate the portfolios based upon current market metrics.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory Services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Listed skills include Retirement Planning, Wealth Management, Investments, Portfolio Management, and 12 others.