John Pollock Advisory Group, a Plano Financial Advisor serving clients and customers by:
“Creating Financial Freedom by building and preserving your personal wealth with specialized attention and one-on-one guidance. ” - John
John Pollock is an independent financial advisor that focuses on the needs of the local community. He is a featured in Bright Scope, the leading independent provider of retirement plan ratings and investment analytics.
John Pollock has provided financial advice to hundreds of individuals and businesses in the North Dallas area with Offices in Allen, Plano and Richardson.
Our comprehensive and cohesive financial plans help our clients design a strategy that allows them to build and preserve a life and legacy of meaning.
Our services include:
Retirement Planning: Assisting you in The Investor Peace Planning Process designed to ensure that the road you are going down now is the one that is leading you to your desired retirement destination.
Wealth Management: We walk you through the 13 Wealth Management Issues. Some of which, will help you prepare living wills and trusts, donations to charities, preparing for estate and trust tax problems and managing lifetime family wealth transfers in order to allow you to avoid hassles and the red tape associated with planning for the future.
Proactive Tax Planning: Most Plano Certified Public Accountants are historians, they record history, we want to make sure you write history and that can only be done by proactive Tax Planning.
Tax Preparation: Accurately processing your tax return by checking it to identify potential IRS problems. Counseling you on payroll withholding to show you how to receive more money back each week and showing you potential deductions to limit your tax liability for the next year.