St. John Financial Group

Specialties

Insurance Services

Life

Health, dental

Disability

Long-​term care

Medicare supplement

Auto, cycle

Home, condo, renters

Mobile home

Landlord, vacant homes

Personal property floaters

Flood, earthquake

Watercraft, RV, ATV

Personal umbrella policy

Commercial auto

Commercial building, contents

General liability, D&O, E&O, EPL, cyber liability, bailee liability

Surety bonds

Inland marine, equipment floaters

Workers’ compensation

Financial Services

Financial planning & wealth management

Financial planning cycle

Data Management, Cash Flow Management, Risk Management, Tax Management

Wealth Management, Retirement Planning, Estate Planning

Retirement plan analysis: accumulation/​income strategies to support targeted lifestyle

Investment portfolio analysis: asset allocation strategies to achieve financial goals

Business development consulting: goals, analysis, strategies, processes, etc.

Bookkeeping & tax services: personal and small business

Employee Benefits

Core group insurance benefits: health, dental

Ancillary group insurance benefits: life, disability, vision, accident, critical illness

Retirement benefits: SIMPLE IRA, SEP IRA, 401(k)

Securities offered through H.D. Vest Investment ServicesSM, Member SIPCAdvisory services offered through H.D. Vest Advisory ServicesSM

St. John Financial Group, Inc. is not a registered broker/​dealer.