About My Practice
As President of Creveling Financial Services, John strives to provide a select group of individual clients and small business owners the personalized attention and financial planning expertise they expect and deserve. He limits his practice to only that number of clients with whom he can develop and maintain long-term trusted advisor relationships. As an independent planner, he has no allegiance to a particular company's offerings, nor does he have quotas to meet. He is free to recommend to his clients what best satisfies their needs. John does not advocate short-term investing, and certainly does not profess to know what direction the market will take on a daily basis. But he does believe that, if history teaches us anything, the long-term performance of the market is somewhat predictable, and those who develop and follow a sound financial plan, will reach their goals. In financial planning, John addresses not only investments, but other possible needs such as insurance, long term care planning, vehicles for tax advantaged growth of assets, estate planning, college funding planning, and retirement planning, as appropriate. A plan that omits any of these important concepts may be seriously flawed. Once a plan is developed, John follows through each step of the way until his clients' goals are met.
Investment Advisor Representative with and securities and investment advisory services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC, and Registered Investment Advisor. Non-securities products and services are not offered through TFA. LD7608-04/03
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: FL, TX, VA, OR, GA, CA, Health/disability insurance: FL, Fixed annuities: FL, TX, VA, OR, GA,CA, Variable annuities: FL, TX, VA, OR, GA, CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RFC, MBA
Transamerica Financial Advisors, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.