Investment management & financial planning
Often people feel confused or uncertain about how to invest money, particularly when the stakes are high. No one wants to have doubts, concerns, or confusion about investing. You likely never had an opportunity to learn how to become a better investor, but we’re here to change that. At Plains Advisory, we empower you with an education and a process to become a better investor, so you know you are being smart with your money. Join us to learn how a disciplined process leads to what many of us really want – financial freedom. Don’t let your financial future blow wherever the wind takes it. Take the next step to financial freedom by downloading the Financial Freedom Field Guide below. Are you facing big financial decisions right now? Review Our 3 Step Process to start getting answers and ideas as soon as possible.
We understand the complexity, confusion, and noise around investing. The sooner you ditch the endless quest for the best investment and stop trying to time the market , you can start becoming a better investor. What you need is a disciplined investment process and we can help you execute.
Knowing you can retire comfortably is important. Find the balance between work and transitioning your responsibilities to the next generation. Plan for the future to eventually make work optional rather than required.
We relate with the desire to leave things better and pass on meaningful values for those that come after us – that’s called progress. Set up the next generation for success and leave this place better than you found it. Create a plan to support your loved ones and leave a lasting legacy.
John launched Plains Advisory in 2019 and has been working in financial services since 2005.
Krystal helps manage the back office operations of Plains Advisory.
Charles Schwab & Co, Inc. is a pioneer in the business of serving independent investment advisors and their clients.
Use these 10 key concepts to create more financial freedom.
The Financial News Detox Program - Enrollment is always open!
As tariff tactics evolve, having a tantrum probably won't help your investment portfolio.
