Business Details
16 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management Solutions
Caitlin John was founded in 2010 by Ron Briggs, a 36-year industry veteran, with a vision to create a fiduciary-based advisory firm that prioritizes client needs. Our boutique firm combines personalized service with dynamic asset management strategies, leveraging third-party money managers to deliver tailored financial solutions. We specialize in retirement income planning, tax strategies, and legacy preservation, utilizing proprietary tools like Portfolio Blueprinting to analyze and optimize client portfolios.Our commitment to transparency and education empowers clients to make informed decisions about annuities, life insurance, and investment allocations. With a focus on risk-adjusted returns and market trend analysis, we help clients navigate complex financial landscapes while maintaining accessibility through direct advisor communication. Our custodial partnerships with institutions like TD Ameritrade ensure account security and client transparency.
Services
Retirement Income Planning
Portfolio Management
Tax Strategies
Annuity Solutions
Legacy Planning
Portfolio Blueprinting
Risk Assessment
Wealth Transfer
Business Strategies
Investment Analysis
Details
- Year established: 2010
Highlights and features
- We offer over 36 years of industry experience in wealth management
- Our team provides personalized portfolio analysis through Portfolio Blueprinting
- We implement proprietary retirement income maximization strategies
- Our fiduciary approach ensures client-first financial planning
- We utilize dynamic asset allocation models with risk mitigation features
Associations and certifications
- SEC Registered Investment Advisor
Services
Retirement Income Planning
Our retirement income planning service creates sustainable cash flow strategies for long-term financial security. We analyze current portfolios, simulate future scenarios, and develop customized plans to support 2-4 decades of retirement. Using proprietary NRI Max methodology, we help clients achieve their retirement goals through tax-efficient withdrawals and market-adaptive investment strategies.
Portfolio Blueprinting
This comprehensive portfolio analysis service evaluates holdings, returns, fees, and risk-adjusted performance. Our detailed blueprint identifies portfolio risks, quantifies correlations, and reveals hidden costs through graphical and numerical metrics. Advisors work with clients to explain findings and develop optimized investment strategies aligned with retirement objectives and risk tolerance.
Annuity Solutions
We provide education and guidance on hybrid and traditional annuity options to help clients achieve retirement security. Our advisors explain complex features, costs, and benefits to help clients make informed decisions. We focus on annuities that offer guaranteed income streams, principal protection, and tax-deferred growth potential as part of comprehensive retirement strategies.
Wealth Transfer Planning
Our wealth transfer strategies help clients preserve and pass on assets efficiently. We develop customized plans using advanced trust structures, life insurance, and tax-efficient vehicles. The service addresses estate tax minimization, beneficiary designations, and generational wealth transfer while maintaining alignment with overall financial objectives.
Dynamic Asset Management
This active investment management approach combines third-party expertise with proprietary risk-mitigation models. We utilize dynamic allocation strategies that adapt to market trends, employing cash positions and hedges to protect principal. The service focuses on risk-adjusted returns through diversified portfolios that balance growth potential with capital preservation.
People
Ron Briggs
Founder
Ron Briggs founded Caitlin John in 2010 with 36 years of industry experience. He established the firm to provide fiduciary-based advisory services focused on retirement planning and wealth management. His vision created a boutique firm that combines personalized service with dynamic investment strategies.
Questions
What financial planning services do you offer?
We offer retirement income planning, portfolio management, tax strategies, annuity solutions, and wealth transfer planning tailored to individual needs.
What makes your firm different from other advisors?
As fiduciaries, we prioritize client interests with personalized strategies, proprietary tools like Portfolio Blueprinting, and dynamic investment approaches focused on risk-adjusted returns.
How do you help with retirement planning?
We create sustainable income strategies using NRI Max methodology, analyzing portfolios and developing customized plans for 2-4 decades of retirement.
What investment approach do you use?
We employ dynamic asset allocation with third-party managers, using risk-mitigation models that adapt to market trends while maintaining diversification.
How are fees structured for your services?
We operate as a fee-based asset management firm, with transparent pricing disclosed through our Wrap Fee Program Brochure and ADV Part 2A documentation.
Can you help with legacy planning?
Yes, we develop customized wealth transfer strategies using trusts, life insurance, and tax-efficient vehicles to preserve assets for future generations.
