John Hopkins (BS, CFP®)
John Hopkins focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- AUM
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
I partner with clients in mapping out a solid financial future. This is accomplished through the creation of a personalized financial plan combined with a risk appropriate asset allocation. The foundation of my planning process is the individual client’s goals and aspirations. At the end of the day, your financial plan needs to be right for you and nobody else.
Additional Information
I have been working in the financial industry since I retired from the US Navy in 2012. I don’t think working with a financial professional should be intimidating or overly formal. Clients should feel comfortable discussing how life’s ups and downs affect their financial futures. My goal when establishing Swift Creek Wealth Management was to create a firm with a small client base so that I could provide exceptional service with a family feel.
Although I have normal business hours and prefer to meet in my office, life’s biggest issues can’t always be discussed between 9:00 and 5:00. I am willing to meet when and where my clients need me. That’s what families do.
As a Fee-Only Financial Advisor, I am a Fiduciary that puts my clients’ needs first. My only compensation comes from what is billed to my clients. We will always be on the same side of the table.
NAPFA Start Date
January 08, 2013