Buckingham Stories: John Corn, Wealth Advisor

Almost daily, a fellow Buckingham advisor will stop by John Corn’s office with a question about a client’s IRA, perhaps about a Roth conversion or naming beneficiaries. Or John will receive an email from an advisor, seeking input on a client’s 401(k).

John’s proficiency sprung from when he and a colleague were talking about how the large number of baby boomers nearing retirement contrasted with the small number of advisors who could navigate clients from the many IRA traps. John said, “I’ll be that guy for Buckingham.” As a CPA, John already had in-depth knowledge of IRAs and their tax benefit. He also immersed himself in the subject, reading books, writing articles and giving presentations. Yes, John has become that guy for Buckingham — and that’s a win for our clients’ futures.

Making it happen has defined John’s career, whether he was earning his MBA while working by day or using his wide-ranging expertise to help his Buckingham clients — and the clients of his fellow advisors.

Read More About John Corn, CPA/PFS

Copyright © 2013, The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm.

Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.

Buckingham

BUCKINGHAM was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

Foundational Materials

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.

Buckingham Library

Click on the covers to learn more and order the books our national thought leaders have written in recent years.

Previous Slide
Next Slide