John Tao in Plantation, FL

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Retirement Planning Strategies
Retirement Income Strategies
Retirement Plan Distribution
Wealth Preservation Strategies
Investments
Tax Planning Strategies
Insurance

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Volunteer for Feeding South Florida.

Feeding South Florida’s mission is to end hunger in South Florida by providing immediate access to nutritious food, leading hunger and poverty advocacy efforts, and transforming lives through innovative programming and education.