Our practice works with a select group of people to help them build, protect and enjoy their wealth. The type of people that normally gravitate to our practice are successful entrepreneurs and executives, financially independent women and those who are considering retirement or have recently retired. Some common client aspirations include the ability to live a work-optional lifestyle, maintain a comfortable standard of living throughout their life and leaving a legacy.
Our primary areas of focus include wealth strategies, tax-advantaged investing, retirement income planning, risk assessment, as well as estate and legacy strategies.
We strive to understand what is most important to our clients. Using an established process, we build a personalized strategy to help achieve their financial goals. We partner with our clients throughout their lives, providing ongoing coaching and support to help them stay on course. We remind our clients it is the set of the sails, not the direction of the wind, that determines where they will end up in life.
I began my Edward Jones career in 2005 as a financial advisor. I earned a BA degree from Stephen F. Austin State University, and the AAMS® and CFP® professional designations.
Originally from Port Arthur, TX, I have lived in Plano since 2001 with Megan, my wife of over 25 years. We have two grown children. I am an active member of the Kiwanis Club and am very involved in helping the children in our community.
Sonja Hathcock, has served our clients as the branch office administrator since 2005. We have both served in many regional volunteer positions, including training and mentoring new employees.
We enjoy meeting new people and reviewing their current financial strategies whether or not they ever become a client. Often we find we add value by clarifying their goals and creating efficiencies in their plan. If they want to become a client and are a good fit for our practice, we will extend an offer to become a client.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
- Business Retirement Plans
My Personal Interests
- Fine Dining
- Wine Collecting/Enthusiast
Office Address5301 Village Creek Dr
Plano, TX 75093
Phone NumberJohn R Bourgeois at (972) 758-9602
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||By Appointment Only|
|Sat||By Appointment Only|
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