Balanced Money ... Balanced Life

John F. Howells, CFP®, ChFC®, CLU®

 As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional.

The Harvard Business School studied their MBA graduates of the class of 1979 in relation to where they were 10 years following graduation.  Less than 3% had written goals and plans, but those that did, had an average income ten times greater than those with no plan. (What They Don't Teach You in Harvard Business School, Mark McCormack, Bantum Books, 1984)


For a review, analysis or quote in any areas below please click on the button and we will promptly respond to your request:





I have the resources and knowledge to help you develop and implement a sound financial strategy.

My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services.

Thank you for visiting my Web site! Stay a while and browse its many features!


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.