MONEY MENTOR - Key Persons
John Kiser is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He proudly works with individuals and families, as well as with small business owners, entrepreneurs and their employees.
Over his career, John Kiser has built three financial services practices. The first was in Columbus, Ohio, in the mid-1970s, and the second was in Santa Ana, California, in the early 1980s. The third and current practice, Money Mentor, began operations in 2006 and serves clients in Texas, California, Nevada, Colorado, Wyoming, Montana, Ohio, Illinois and Florida.
When meeting with clients, John focuses on the following areas:
Retirement Income Strategies
Tax-Efficiency Strategies
Legacy Planning
Understanding Your Healthcare Options
Social Security Optimization
Asset Accumulation and Protection Strategies
Benefit Plans for Owners and Employees
In addition, John has worked with a variety of leading companies in corporate America, providing technology-led solutions to organizations that span the globe. He is an advisory board member of several cutting-edge companies.
John and his wife, Avery, have two adult children and live in Spring, Texas. They are active in their church and other charitable activities. Occasionally, John lectures at private and public institutions on financial matters, entrepreneurship and a range of other subjects. His leisure activities include reading, writing, golf, fishing and travel.