Trail Financial Planning LLC

Reached out to John for advice about retirement planning. He was generous with his time and provided me with genuinely helpful advice. I would highly recommend checking in with him if you have Financial Planning concerns.

Better call John! When my husband and I realized that we were running out of runway before our kids enter their college years, John was the guy for the job! He talked us through the ins and outs of college financing, the FAFSA, which sources of money to use first, and suggested tweaks to our strategy as we come up to the start line. He was thorough, friendly and easy to talk to, and offered lots of constructive advice. Highly recommend!