About Us |
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John Little
Fiduciary and Licensed Insurance Professional John M. Little IV is firm believer in Financial Education, transparency and making prudent decisions. He feels strongly about helping one person/family at a time, because no two financial or Retirement plans are the same. No matter what the planning concern may be, Risk, Retirement income, Estate or Tax Reduction, there is a solution to enhance it.
It is important to know that his motto, “Prudent Investments” goes far beyond Wall Street and Insurance. There is more value in time, family, faith and helping others than all the money in the world. Through Financial Education we can learn to manage our financial concerns and responsibilities for better outcomes. John formed JML Financial LLC in July of 2000 & John M Little Insurance Services, Inc. August 2020 seeing the need to educate and help clients plan for retirement with prudent solutions and a conservative approach to the total financial picture. In May of 2015 John became a series 65 Fee based Financial Advisor carrying with it a fiduciary requirement on all advice. Most of the individuals and couples he sees are not aware that their broker, insurance agent or advisor are not fiduciaries and are not held to a fiduciary standard. ‘Fiduciary” The highest legal duty of one party to another. Prior to July 2000 John primarily managed and coordinated enrollments for group insurance products for large school districts and municipalities. From 1988-1989 he worked for National Federation of Independent Business and from 1984-1988 was an operations and ticket agent for American Airlines. John resides in Cordova, TN with his wife and daughter. He enjoys family, golf, fishing and time at the beach. They are members of Harvest Church in Germantown, TN. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
8570 Cordes Cir. Suite 14 Germantown TN 38139 |
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EMAIL
john@johnlittlefinancial.com |
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CALL US
(901) 290-2206 |
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