John Montgomery Email & Phone Number

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 looking to get the most out of your: Many in your position overlook: • 457(b) plans for non-profits • ESPPs in for-profit healthcare • Supplemental Executive Retirement Plans (SERPs) • Strategic bonus planning and deferral • Complex executive compensation packagesNot to mention all the other parts of your financial life. 𝗧𝗵𝗲𝘆 𝗱𝗼𝗻'𝘁 𝘁𝗲𝗮𝗰𝗵 𝘁𝗵𝗶𝘀 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗠𝗛𝗔 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝘀.Generic advice 𝗯𝗮𝗿𝗲𝗹𝘆 𝘀𝗰𝗿𝗮𝘁𝗰𝗵𝗲𝘀 𝘁𝗵𝗲 𝘀𝘂𝗿𝗳𝗮𝗰𝗲 of your unique opportunities. Your wealth, 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰𝗮𝗹𝗹𝘆 𝗺𝗮𝗻𝗮𝗴𝗲𝗱, can provide: ✓ Financial security matching your accomplishments ✓ Means to pursue career ambitions without compromise ✓ Freedom to make decisions based on opportunity, not necessity 𝗬𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝗯𝗲 𝘄𝗼𝗻𝗱𝗲𝗿𝗶𝗻𝗴... "How can I start organizing my complex financial portfolio to support my career goals?" "What strategies can help me balance my current lifestyle with long-term wealth accumulation?" "How can I mitigate risks specific to my role in healthcare while maximizing financial opportunities?" "Is my current financial plan aligned with my career trajectory and potential transitions?" Ready to find answers?Enter our 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝘆-𝗱𝗿𝗶𝘃𝗲𝗻 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵.Message me "𝗛𝗲𝗮𝗹𝘁𝗵 𝗘𝘅𝗲𝗰 𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆" to explore how we can elevate your financial approach to match your professional ambitions. P.S. In this competitive healthcare sector, your position demands more than one-size-fits-all advice. 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝘄𝗵𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝘀 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘄𝗼𝗿𝗹𝗱 𝗮𝗻𝗱 𝗰𝗮𝗿𝗲𝗲𝗿 𝗼𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲𝘀.

• 

  Louisiana Tech University

  History