Our Services

John M. Plocharczyk, offers independent financial services and advice in the following key areas:

Investment strategies, life insurance strategies, college funding, retirement planning, & estate conservation.

My services are designed to help you answer the following questions:

How can I get more from my investments?
How can I reduce my exposure to risk?
How much money will I need to live comfortably in retirement?
Am I saving enough?
What is the best way to save for college?
How can I help reduce estate taxes and preserve more of my assets for my heirs?
Do I own the right amount of life insurance?
Do I own the right kind of life insurance?
Is your life insurance policy outdated?
Is it time for a review of your policy?
Advanced Life Insurance planning utlizing Premium Financing, what is this?
Have you protected you most valuable asset with disabilty insurance?

Contact Info

Phone:
John M. Plocharczyk
239.592.0067
Cell 904.742.1699

Additional Pages

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisidiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Florida.

Securities offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC is not affiliated with John M. Plocharczyk, Inc. or Naples Insurance Store.