John Fricke

John's mission is to help simplify financial issues for clients who don’t have the time or desire to become experienced themselves. He specializes in life coaching skills that create family harmony and grounding with emphasis on preservation.

John helps to simplify what seems complex. He has been in the financial services industry for more than 30 years and has a thorough knowledge of the marketplace. John has developed a process to assist his clients in the following ways: reduce income taxation, potentially increase investment return, preserve assets from the effects of inflation, nursing home planning, and reducing or eliminating probate and estate taxation.

John offers a no nonsense approach to planning your financial future with direct answers to your questions and concerns. As a Financial Planner, John is able to provide you with access to stocks, bonds, mutual funds and other investment/insurance opportunities from a variety of companies with a diverse range of financial products. John strives to access the products and services of excellent companies to help match your specific needs.

Integrity and trust encompass John’s community involvement. As a retired Naval Aviator and Commander of the United States Naval reserves, he has served as a board member and officer for several organizations including the Norwich Hockey Blue Line Club, Northfield Business Professional Association, Northfield Rotary, University of Vermont Parents Council, and the Board of Fellows at Norwich University.

John lives in Northfield, VT, with his wife, Jackie.  They have three adult children: Jennifer, a doctor of immunology, Tom, a financial planner that partners with John, and Sean, a Cardiac Care Nurse.