John Pollock Advisory Group, a Richardson 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.
As a Richardson Financial Advisor and a Richardson Tax Advisor, John Pollock can focus on the issues and needs of the local community. He has worked in Dallas and surrounding areas as a Financial Advisor almost 10 years. John Pollock has provided financial advice to hundreds of individuals and businesses in the area.
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. We will help you accomplish this with the following Financial Advisory Services:
- Wealth Management
- Retirement Planning
- Financial Planning
- Mutual Funds
- Exchange Traded Funds
- Certified Wealth Strategist
John Pollock Tax Advisor Services include:
- IRS Tax Problems
- Tax Preparation
- Tax Returns
- Certified Tax Coaching
- Proactive Tax Planning
- Proactive Tax Advisor
John Pollock Financial Radio Show can be heard in the Richardson area at 12 PM on Saturdays on 660 AM The Answer. Tune in and learn more about Financial Advice and Tax Advice for free every weekend on the radio.
Sign up for the John Pollock Financial.com eNewsletter to stay informed of weekly videos, articles, market analysis, and seminars.
John Pollock offers free Financial Advice seminars, called Investor Peace University, every month exclusively for his Dallas Tax Advisory and Financial Advisor clients.
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 Richardson 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.