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Welcome to our blog. Here you can find views on the financial world and keep updated on the latest news.


As a Chartered Financial Analyst® charterholder, I provide analysis for our financial plan modeling as well as ongoing analysis of our clients’ portfolios for changes to investment, insurance and retirement needs.  I began my career as an investment analyst and portfolio manager for institutional portfolios. 



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You want a retirement that is fulfilling and significant and one that reaches your greatest financial potential, but you’re worried that you’re not doing everything you could or should be doing to prepare.  You know you’re capable of more, but there are too many other things that demand your time and energy.  Besides, you want a retirement that is more than just paying your bills – you want a retirement that allows you to live a fuller life.



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As a Financial Advisor, John Bever works with individuals, families and business owners helping them achieve greater financial independence and have a bigger impact on the people and causes they are most passionate about.  Since 1983, he has helped his clients navigate the financial planning ocean in both calm and stormy seas.  You can count on him and the team at Phase 3 to chart the course to your destination, as they have designed hundreds of financial plans, identifying tax savings, pointing out design flaws in their financial ships and managing the ships through choppy waters and storms towards their ports of call.



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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

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