John, I just finished reading your book. If I would have met you 15 years ago, I would have made different decisions about my planning and finances. I made mistakes….but believe that going forward, with your help and advice, it is not too late to “steer the ship in a better direction”.

– Dr. S Carson – Dentist 

John was able to bring great focus to my scattered investment planning. By focusing on both my current and future goals, he was able to provide a much more concrete picture of retirement. I really value his periodic follow-up and the fact that he keeps me committed to my goals by scheduling review meetings and keeping my file current and up to date.

Dr. R. Folman, MD

“John Moakler breaks down complicated financial information into simple digestive material. He is detail oriented and is always helpful. He is the right and best financial planner for me.”

Dr. S. Dautey – MD

 We would highly recommend John Moakler to anyone who wants a great financial planning experience. We have been working with John since early 2008. We trust John’s knowledge and expertise when it comes to specific questions surrounding tax, estate, and retirement planning. John meets with us regularly and addresses any concerns about our financial goals. If you want to see the difference between a financial planning expert and a financial advisor, then you need to call John…He’s our EXPERT!

Bill & Debbie Dempster, Long-time clients

 From our initial introduction in 2005 to John Moakler, we have been impressed with John’s expert knowledge about the various aspects of Financial Planning. We received more information from his consultations in one month than from the years we spent with our previous financial consultants. John is constantly updating us on our retirement plan and that makes us feel like we made the right decision in moving to his practice. We are careful about who we trust with our financial future. John and his team at Moakler Wealth Management has earned our trust and we are confident, even with the current financial turmoil, about our future financial security.

John & Betsy Hekman, Long-time clients

 I have personally known John for over 30 years and I have been relying on his financial planning advice for the past 10 years. John is personable, dedicated and very knowledgeable when it comes to developing a financial plan. John has the highest level of integrity and his expertise is always consistent. I strongly recommend his services for any and all of your financial planning needs.

Rosemary Walkem, Long-time client

 When I received the mailing from John Moakler inviting me to attend a seminar specifically for cottage owners, I reluctantly agreed to attend. Reluctantly because I felt that there would surely be some kind of high pressure sales pitch to go along with whatever information I might gain. The seminar was quite informative and did not include the high pressure sales pitch I was expecting. When John later contacted me and asked for a meeting to discuss my situation I felt comfortable having him over but did not expect that I would move my assets from our current financial institution. Over a cup of coffee John showed me what we should be doing differently, regardless of what fund we might be invested in. The logic was just too strong to ignore, and John made me feel like he was not just another financial consultant out of the same cookie cutter as all of the rest.

 

I now have all of my money with John Moakler and I am confident that I made the right move, and that confidence feels good.

Bruce Little, Long-time client