Executives
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John J. Shimp
Private Wealth Advisor/Managing Partner
CFP®, CRPC, CLTC, APMA, CFS
RidgePoint Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC1717 Langhorne Newtown Rd, Ste 125, Langhorne, PA 19047
Broker Affiliation: Ameriprise Financial Services, Inc.
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
Pre-Retiree
Major Milestones I Specialize In
Career Changes or Job Loss
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
RidgePoint Financial Partners™ strives to help our clients and their families turn dreams into reality through an ongoing financial advice relationship and goal-based asset management. We provide a high quality, caring experience based on our integrity, collective wisdom, and commitment to service. We plan for the future, while balancing the needs of today. Our goal is to encourage financial health, happiness and confidence at all stages of life by taking a comprehensive approach to make sound decisions.
Disclosures
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.