Net Retirement Income Maximization^TM NRI Max^® for short, was conceived around developing a multi-faceted, proprietary, client-engaged planning process. The main objective is helping clients think differently about how they plan for the next 2, 3, 4 decades of Retirement.

We employ various third party money managers that help our advisors work with their clients to best achieve their goals, objectives and risk tolerance. Using A Smarter Way to Invest, we are leveraging a more tactical, discipline-driven approach to portfolio management, seeking out opportunities for growth while mitigating the risk of significant loss.

Providing the same dynamic management as our Smarter Way Allocations, inside your 401(k)

Not all Advisors are the same. Some claim they know the best way to manage and invest your assets but often leaves you in the dark with their reasoning behind their strategies. At Caitlin John, we have a different approach.

Our breadth of Small Business solutions ensures that we are able to best match your needs no matter which aspect of investing they require.

Due to the vast variety of annuity types along with numerous costs, benefits and riders available in the marketplace, we believe our clients should be educated on the various types of annuities to make the most informed decision to help them achieve their retirement goals.

We specially focuse on providing hybrid-advanced strategies to maximize your legacy while minimizing tax ramifications for every level of assets. We also offer traditional vehicles by which to transfer wealth; each case is handled individually to ensure the most efficient means of legacy planning are utilized.

Our premier Portfolio Blueprinting service, which our Advisors provide to all of their clients and prospective clients, provides an in-depth analysis of your current portfolio holdings, real returns, actual expenses, risk-adjusted performance, and outlook.