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Financial Advisor Plus
Breaking Barriers, Building Wealth.

email - contact@thefinancialadvisorplus.com
the FInancial 
ADVISOR PLUS

Schedule an appointment with us today  
welcome to The financial advisor Plus
If you are looking for a reliable and professional insurance agency, look no further. Our agency offers a comprehensive range of insurance products to meet your needs to help you achieve your financial goals. With years of experience in the industry, our team of resourceful and dedicated insurance brokers is committed to providing personalized financial solutions to meet your unique needs.
OUR SERVICES
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Insurance Planning

Insurance planning is an essential part of financial planning. Our insurance planning services can help you protect your assets and ensure that you have enough coverage to meet your needs. Our team of experts will work with you to create an insurance plan by providing you with a selection of affordable options that are based on your unique needs and budget. Our team of licensed insurance professionals support and give guidance throughout the insurance process.

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Investment and Wealth Management
We offer customized investment management services designed to help our clients achieve their long-term financial goals. As trusted advisors in the insurance business, we understand the significance of ensuring your financial future and maximizing your wealth. Our team of investment professionals will work with you to develop a personalized investment strategy that aligns with your risk tolerance, investment objectives, time horizon, and liquidity requirements to develop a diverse portfolio that corresponds with your goals.
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Retirement Planning
Our retirement planning services can help you prepare for retirement and ensure that you have enough income to maintain your standard of living after you retire. Our team of insurance brokers will work with you to create a retirement plan that is based on your retirement goals, income, and expenses.
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Estate Planning
We specialize in assisting individuals like you in navigating the complications of estate planning. Our trained professionals will work closely with you to understand your individual circumstances, goals, and desires. We will work with you to develop a personalized estate plan that addresses your individual needs and ensures the preservation and efficient transfer of your assets. As trusted experts in the insurance sector, we understand the importance of protecting your assets and enabling a smooth transfer of wealth to your loved ones.
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Who we work with
At our  company, we work with a wide range of individuals and organizations, including:
Individuals

We provide financial planning and investment management services to individuals who are looking to grow and manage their wealth. Whether you're planning for retirement, saving for a child's education, or building a nest egg, we can help you achieve your financial goals using our key techniques for financial analysis

Families

We work with families to develop comprehensive financial plans that take into account their unique circumstances and goals. We understand that financial planning can be complex, which is why we take the time to explain your options clearly and work with you to create a personalized plan that meets your needs.

Businesses

We provide a range of financial services to businesses of all sizes, including retirement planning, insurance planning, and investment management. Our team of financial experts can help you develop a customized financial strategy that aligns with your business goals and objectives.

Core Value
At The Financial advisor plus, we're dedicated to helping our clients achieve their financial goals. We understand that each individual has unique needs, which is why we offer a wide range of financial services tailored to your specific requirements.
We provide a comprehensive range of financial services, including financial planning, investment management, retirement planning, insurance planning, and more. Our experienced team of financial experts is committed to providing personalized solutions that help you achieve your financial objectives.
Why Choose Us

We believe that transparency and trust are the foundation of any successful financial relationship. That's why we take the time to listen to your needs, explain your options clearly, and work with you to create a personalized financial plan that meets your goals.

Our Approach

Our approach is client-centric, which means we always put your needs first. We take the time to understand your unique circumstances and financial goals before recommending any financial solutions. Our team of experts is dedicated to providing the highest level of service and support, so you can have peace of mind knowing that your finances are in good hands.

CEO's Desk

John Oni, LLQP is an independent insurance professional with 35 years of experience in diverse disciplines. He is a trusted advisor to individuals, families, business owners, executives, entrepreneurs, and the self-employed. He is one of his company’s top producers and has won several awards. John takes a personal approach to every aspect of his business,  from assessing client needs to shopping for a customized solution so that a client can have a once for all insurance solution. As a member of Rotary International, he has imbibed the “4- Way test” of (1) Is it the TRUTH, (2) Is it FAIR to all concerned, (3) Will it build GOODWILL and BETTER FRIENDSHIPS and (4) Will it be BENEFICIAL to all concerned. John is committed to “serving, not selling” thereby sharing his expertise and empowering his clients. John’s mantra has always been fair treatment of clients. He likes to “treat clients the way he wants to be treated if he were the client.”

Corporate officers, small business owners, and the affluent attest to John’s skill set as invaluable. His specialty is to provide life insurance products, health, dental coverage, etc, for his  clients.
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JOHN ONI, LLQP