Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
John Jaicks ChFC®, RICP®
President, S3 Retirement Planning
John D. Jaicks, a long time resident of Park City, Utah, is a wealth advisor and retirement income certified professional. With more than 35 years of experience in the investment industry, John Jaicks has a unique experience to help his clients prepare for a successful retirement. He has an in-depth understanding of retirement income planning and works with his clients to help them balance the lifestyle they have today with the needs they’ll have tomorrow. He aims to improve portfolio performance and produce better retirement outcomes for every family he works with.
John’s clients are comprised of corporate retirees, professionals, business owners, and real estate investors who have significant assets and typically require complex retirement solutions. In order to best serve them, he works closely with a team of professionals who have extensive experience in tax planning, estate planning, longevity planning, and asset protection strategies.
Prior to starting his career in investments and financial services, John earned a Bachelor of Science in Business Administration and Finance from Long Island University. He went on to receive his Chartered Financial Consultant® designation (ChFC®), his Retirement Income Certified Professional® designation (RICP®) and a series 7, 63, and 65, as well as several insurance licenses: Life, Health, Disability, and Variable & Fixed Contracts.
John spent twelve years on Wall Street working in international banking and investments and has authored several research papers on topics that affect retirement, including Social Security, taxes, and investments (available upon request).
John was raised in New York and has resided in Utah since 1994. He and his wife, Lidiane, live in the Park City area with their daughters Juliana and Jessica. When he’s not in the office, John enjoys being active in the community and has participated in many volunteer events and organizations, including Big Brothers, Big Sisters of Utah, and Rotary International. He also loves to spend time in the mountains and likes to travel.
Plan For Your Future
Our Registered Investment Advisor
S3 Retirement Planning is a DBA of We Are One Seven, LLC. We chose to align ourselves under the One Seven brand because of their commitment to clients and the network of professionals and resources that we have access to through our affiliation.
The One Seven Difference
More than the typical wealth management firm, One Seven’s independent advisors are motivated by the big picture of how your financial and personal wellbeing fit together. Our customized approach, advice, and solutions help you get to the core of what really matters, tap into life-changing opportunities, grow your wealth, and build legacies around the things you truly care about.