Certified Financial Fiduciary
Practical retirement income planning — built for real life.
South Barrington Retirement Planner is focused on helping Illinois residents turn savings into a clear retirement paycheck plan, coordinate Social Security decisions, and plan confidently for spouse/survivor income.
Meet John T. Davis, CFF®
I help people approaching retirement simplify decisions and create a plan that’s easy to understand and easy to follow. Most families don’t need a 60-page report — they need clarity, priorities, and a paycheck plan they can stick with.
My work is centered on building dependable income, reducing “sequence of returns” risk, and coordinating all the moving parts (Social Security, pensions, retirement accounts, and taxes) into one clear picture.
What we do (in plain English)
- Turn savings into a retirement paycheck plan (not just a rate-of-return guess).
- Coordinate Social Security (including spousal and survivor considerations).
- Help with rollovers from 401(k)s, 403(b)s, and IRAs when it’s appropriate.
- Stress-test the plan so market swings don’t derail retirement.
The goal is to help you feel confident about what happens next, and why.
Our simple planning process
Serving South Barrington & nearby communities
South Barrington, Barrington, Inverness, Hoffman Estates, Schaumburg, Palatine, Arlington Heights, and surrounding Northwest Chicago suburbs.