Insurance Foundations
Insurance Foundations

Meet your agent.

 
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John Trahms is a laid-back, client-focused insurance agent who is passionate about engaging in honest dialogue with clients to discover the truth of their financial position and empower them to pursue their life goals with confidence.

Bringing to the table a diverse background that includes experiences from the military, fifteen years of commercial construction, a psychology degree, teaching abroad, and several sales positions (which he rather disliked), John has a broad perspective and a talent for educating people in an open, friendly way. He describes himself as intense, curious, and caring.

John is an avid reader of old books (pre 1900’s), and enjoys woodworking, gardening, and traveling - and eating - the world with his wife.

 
 
“I care about what I do. But more than that, I care about what other people do. Because financial success isn’t about luck, it’s about education. It’s about taking proactive steps at the right time. It doesn’t matter how much money you make - there’s no reason for people to get to retirement and have nothing. There is no reason people shouldn’t be safe and live well.”
— John
 
 

Why work with us?

While money doesn’t buy success, it sure does help. Our service is driven by our belief that finances shouldn’t be complicated, that success is for everyone, and that communication is the key to accomplishing your goals.

 
 

We try not to use unnecessary industry terms.

Complicated terminology just gets in the way of understanding the important information you need to decide what choices to make for your future.

We hate sellng, but we love sharing.

Tired of professionals in one industry or another trying to twist your arm into buying something without getting to know what you want? Us too! We want to have coffee, learn what you want out of life, and give you our opinion on what would be good for you - but leave you to make the decisions.

We believe that your present can change your future.

Your past doesn’t completely dictate your future. We know what it’s like to come from a financial background that’s a little less than a lot. We think setting yourself up with the right insurance products is one of those smart decisions you can make now to give yourself freedom later. It’s never too early to start making the future!

We don’t care if you’re our client, we just want to help.

Bottom line, it doesn’t matter if you plan to do business with us or not. You might not even need anything we offer right now! But our door is always open, and you can trust us to give you our honest input, no angles.

 

Discover our products & services.

Explore the tools we can use to help you build your future.

 
 

Life Insurance

There are as many flavors of life insurance as there are ice cream. Find out more about the most common varieties, which kinds of situations they are best suited to, and how you can creatively layer them to provide your family with lifelong protection.

Annuities

A small handful of products called annuities can be used to shore up traditional retirement plans. Learn about the main types of annuities, what each one is good for, and why they might be an attractive tool to make part of your retirement-building kit.

Annual Reviews

If you have not reviewed your financial map lately, let us help! Here’s why. We want to check in and make sure that the path you are on is still the right one for you, and that we’re on the same page! Why settle for less than the best?