The ancient Greeks trusted the Oracle at Delphi to see into their futures and guide their decisions. On their coins, they celebrated the goddess Athena's wisdom and foresight with the image of an owl. Now, at Oracle Financial Planners LLC, these symbols again come together to represent advice given with vision and wisdom.
As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.
As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.
Services
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
What Socially Responsible services are provided? As the owner of Oracle Financial Planners, I provide provide all the same services for Socially Responsible Investing (SRI) as are available for non-SRI investors including comprehensive financial planning with your values in mind: investments, insurance, mortgages, estate planning, and 401k management.
There will be frequent contact over the first 3 months to ensure that appropriate financial planning goals are established and how to get there is agreed upon. This time will also be used to ensure that any other financial planning needs are met.
There will be either monthly, quarterly, or semi-annual contact to discuss your finances depending on the amount of assets I am working with you on (with additional intermittent contacts as your personal circumstances warrant or as economic circumstances require).We will provide investment recommendations to all investments that are held under management.
There will be either monthly, quarterly, or semi-annual contact to discuss your finances depending on the amount of assets I am working with you on (with additional intermittent contacts as your personal circumstances warrant or as economic circumstances require).We will provide investment recommendations to all investments that are held under management.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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