John Augustine CLU®, CLTC, CHFC®, RICP®, AIF®

John Augustine CLU®, CLTC, CHFC®, RICP®, AIF®

Financial Advisor Brookfield, WI Office

john@augustinefinancial.com

As the Founder and a Financial Advisor at Augustine Financial, I am deeply committed to helping people understand their current financial situation so we can collaboratively build a comprehensive plan tailored to their unique needs. In today's financial industry, "holistic planning" has become a buzzword, but it has always been at the core of what we do. My goal is to help clients see how all the elements of their financial plan fit together seamlessly.

I am passionate about my mission and calling as a financial advisor, with a focus on comprehensive financial life planning. I take immense joy in helping my clients realize their dreams, enjoy life, and have the ability to share and give back in meaningful ways. My aspiration is for all my clients to live with passion and purpose, free from financial worry. As an independent financial consultant, I offer informed, impartial, and tailored guidance to each client. I see myself as a life advisor who provides comprehensive, customized planning. My planning process incorporates wealth management, long-term needs, risk management, income needs, and life goals. My specialty lies in retirement income planning, and I am passionate about helping clients reach their goals and dreams.

My work ethic has been shaped by my early life on a farm and my experiences as an inner-city pastor in New York City and New Jersey. I have been a financial advisor since 1992 and became an independent advisor in 2002. Over the years, my experience, knowledge, and dedication to my clients have been recognized within the financial services industry through various awards and speaking opportunities. My wife, Jenny, and I are proud parents of three grown children and two grandchildren (soon to be three!) We enjoy travel and spending time with family and friends.