John Montgomery's Linkedin Analytics

I worked with a hospital CEO who had millions in assets—but no real financial plan. They had an advisor managing their investments, but when I asked them: ➝ What’s your plan for funding your daughter’s wedding? ➝ How will you transfer your wealth to your kids & grandkids? ➝ Do you know exactly how much you’re paying in taxes—and how to structure your wealth for long-term security? Their answer? “I have no idea.” That’s the problem. Success isn’t just about making money—it’s about structuring wealth for long-term freedom and security. Most high-level professionals are so focused on their careers that they don’t have time to coordinate the moving parts of their financial lives. ➝ Investments are being managed—but not structured for long-term success. ➝ Money is being earned—but it’s not working efficiently for them. ➝ Assets are accumulating—but there’s no plan to transfer them intentionally. When I work with clients, we fix all of that in just a few weeks. What I Do I provide healthcare executives, private practice owners, and medical industry leaders with the financial clarity, strategy, and structure they need to make their wealth work for them. ➝ I structure your financial plan so you have complete clarity and control. ➝ I ensure your wealth is positioned for long-term security and generational impact. ➝ I create a coordinated roadmap—so every dollar is working for you. This isn’t just about investments. It’s about building a fully optimized financial structure that supports your goals, your lifestyle, and your legacy. Next Steps If you’re ready to stop leaving money on the table and start building a financial strategy designed for long-term success, let’s connect. ➝ Send me a message or book a quick call. I work with a select number of clients each month to ensure the highest level of service—so if this sounds like what you’ve been looking for, let’s start the conversation.