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Financial Planning and Investment Advisory Services

a Registered Investment Adviser


About

John Essigman, MS, MPAS® Photo

John Essigman, MS, MPAS®

Cleveland GA
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John Essigman, MS, MPAS®

John is an investment adviser and financial planner with a passion for helping families achieve their personal, business, and financial goals. He first entered the financial services industry in 2004 to pursue a life-long ambition of building a private practice. John’s career spans more than 35 years in business and he brings broad experience to his Financial Wellness practice.

John holds an Associate of Arts Degree, Computer Science, a Bachelor of Arts Degree, Business Management, and a Master of Science  Degree, Personal Financial Planning.  He also holds the Master Planner Advanced Studies℠ Professional Designation issued by the College for Financial Planning. 

John is originally from Southwest Texas and is a US Marine Corps Veteran. When he's not studying or working, John enjoys spending time with his wife, Glenda, and their children.

Affiliations

  • Member of the White County Chamber of Commerce
  • Founding member of North Georgia Business Leaders
  • Treasurer and Board Member of the White County Rotary Club
  • Former member of the Joint Development Authority of Dawson, Lumpkin, and White Counties
  • Former member of the Habersham Technical Rescue Team
  • Former member of Habitat for Humanity’s Board of Directors
  • Former member of Society for Human Resource Management Board of Directors
  • Former member of The American Red Cross Board of Directors

We Will:

1

Never deliver a financial plan that is incomplete or simply not the best.

2

Tell you what you need to know, not what you want to hear.

3

Always protect your privacy and work only in your best interest.

4

Take the moral high ground and will never compromise my integrity or violate your trust.

We provide a thoughtful, intelligent approach to helping you make money and mitigate risk 

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Services

Fiduciary

Our profession is filled with confusing acronyms, designations, and titles such as "Financial Representative" or "Fee-Based advisors” who are paid for the products they sell.  A fiduciary is significantly different as we are held to a very high standard of care to serve only in your best interest.

Investment Management

Many advisors use third-party money managers, mutual funds, and annuities containing thousands of securities.  They may indeed be broadly diversified but you can be assured of high costs and mediocre performance.

Our investment portfolios are owned and built by us based upon your unique goals and characteristics.  A refined, carefully selected portfolio of securities will provide ample diversification and better results at a lower cost.

We are not limited to traditional stocks or bonds.  Our platform allows us to invest IRA or non-IRA funds wherever you or I find opportunities.  Our portfolios regularly contain local real estate, local businesses, commercial properties and even private debt.

Our Process

One of the largest issues clients face is holding themselves accountable to their long-term financial goals. Money provides the funding for those goals but the goals themselves are generally about love for their parents, their kids, their spouse, their church and/or all of the above. Here is how we can help:

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Gather Your Information

Your first appointment is complimentary and very low-key. If we don’t click or if we cannot help you we will send you to someone who can.

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Discover Your Goals 

We will help guide your decision on when you would like to retire and how much income you might need. We will discuss your dreams on what you want to do for your children, your grandchildren, your parents, or maybe your favorite charitable organization.

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Prepare Your Plan

We will crunch the numbers to figure out the cost, the time frame and how much to set aside to reach your goals. We also prepare a contingency plan to ensure your goals are met.

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Staying Your Course

We will conduct quarterly or annual reviews and make adjustments as necessary. This ensures that we account for any changes in your life or financial position.

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Build a roadmap to your financial future

Contact

Cleveland GA

John Essigman
(706) 865-0121
john@bluecreek.net

141 North Main St
Cleveland GA 3052
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