John Colegrove believes that it is the right of every American to live a
dignified lifestyle in retirement. Yet many Americans are unsure of how to plan
for retirement. John's words on the subject are quite revealing:
The
purpose of saving and investing is to create an income stream to help families
live a dignified lifestyle in retirement. Here in the 21st century, pensions
have all but disappeared and so now, more than ever, the responsibility to save
and invest for retirement is on the shoulders of every family.
Family and Interests: A long-time resident of the great
state of Georgia, John Colegrove has been married for 15 years. His wife,
Ruthie, is the Middle School Band Director at the Wesleyan School in Norcross.
John and Ruthie have two children. Active in the community, he has served on
various Boards of Directors, most recently helping to raise funds to build the
new UGA Redcoat Band practice complex. John also teaches the Dave Ramsey
Financial Peace University Class through his Church. He enjoys swimming,
biking, baseball, and football and he is an avid fan of the Atlanta Braves,
Gwinnett Braves and the Georgia Bulldogs.
Music Educator and Performer: Prior to his financial planning career,
John Colegrove was a music educator and professional musician. He still enjoys
playing the trombone and has performed with many ensembles over the years,
notably the Manhattan Transfer, the South Bend Symphony Orchestra, solo
performances with the Notre Dame Concert Band, and other local concert bands,
marching bands, and orchestras. He also taught music at the University of Notre Dame, Wake Forest University, UNC Greensboro, and Athens Academy. In the Spring of 2011, John Colegrove most recently played trombone as a member of the orchestra for the Broadway hit: Seussical, performed at the Wesleyan School in Norcross.
John Colegrove is in his 11th
year in the financial planning profession. He is a proud small businessman and
has owned his practice since 2001. He is a Financial Advisor and Registered Principal through LPL
Financial. Keenly aware of the high level of trust his client's place in his advice, John Colegrove is an Accredited Investment Fiduciary® designee, having received training through He is a recognized specialist in 401k and retirement planning, and in
2009, he was recognized by his peers and asked to present at the Boston
Retirement Symposium and for the Retirement Plan panel at the LPL National
Conference, held in San Diego. As previously mentioned , John Colegrove's prior career was in music education and performance. Consequently, his degrees are in the field of music. He holds a Doctorate from UNC Greensboro (1999), a Masters from the
University of Notre Dame (1995), and a Bachelor’s from the University of Georgia
(1993).
John Colegrove utilizes LPL Financial as his broker dealer. LPL Financial is the nation's largest independent broker dealer.*
Watch this video to learn more about LPL Financial.
* As reported in Financial Planning Magazine 1996-2011, based on total revenues