Ben Welter, CPFA® - Chipley (FL)

Shawn Baecker Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.

CM Cocktail Co. ⭐️⭐️⭐️⭐️⭐️ Glen of Bayport Lending is truly exceptional — not only is he amazing to work with professionally, but he’s also one of the kindest souls I’ve ever met. He’s always willing to lend a hand, whether it’s to a friend or the community, and his genuine care shines through in everything he does. Glen is an all-around great person, and I feel lucky to have crossed paths with him. Highly recommend if you want someone who truly cares both in business and in life.

Ed Gregory Mr. Allison and his team are first rate. I have full trust in their financial recommendations and feel secure with their management of my accounts.

Eagles Pride RV Sales Very satisfied with WMA team. Always professional and diligent. Very trustworthy. Feeling great about the direction we are going with our business.

John Fletcher John Fletcher, a former Navy SEAL turned financial advisor, has been guiding individuals and families toward a secure and fulfilling retirement since 2001 through his role as Managing Partner and Lead Advisor at Good Life Financial Advisors of Tampa Bay. His unique background and disciplined approach make him a standout in the financial planning industry. With over 24 years of experience in financial services, John brings a comprehensive and client-centered approach to retirement planning. His philosophy emphasizes independence, allowing him to prioritize client needs over corporate agendas. By partnering with LPL Financial, he offers tailored investment strategies that empower clients to make informed decisions about their financial future. His process is methodical, focusing on clarity and confidence, helping clients navigate complex financial landscapes with ease. Many clients appreciate his ability to simplify intricate financial concepts, making retirement planning accessible and stress free. John’s time as a Navy SEAL profoundly shapes his work ethic and client interactions. The principles of discipline, service, unity, and integrity—core values from his military service—are evident in his commitment to providing professional, transparent, and independent advice. Clients frequently praise his integrity and dedication, noting that he treats their financial goals with the same seriousness and focus he applied to his service in the military. This disciplined mindset ensures that every plan is meticulously crafted, with an emphasis on long-term success and stability. Since founding Good Life Financial Advisors in 2019, John has helped countless individuals achieve their retirement dreams. Clients highlight his ability to instill confidence through personalized strategies that align with their unique goals. His experience at large Wall Street firms before transitioning to an independent model gives him a broad perspective, enabling him to offer solutions free from corporate constraints. Reviews often mention his genuine care for clients’ well-being, fostering trust and long-lasting relationships. His focus on comprehensive financial planning ensures that all aspects of a client’s financial life—investments, insurance, and retirement—are seamlessly integrated. John Fletcher combines the rigor and integrity of a Navy SEAL with the expertise of a seasoned financial advisor, making him an exceptional choice for those planning for retirement. Since 2001, he has dedicated himself to helping clients live “the Good Life” by providing independent, principled, and comprehensive financial guidance. For individuals seeking a trustworthy partner to navigate their retirement journey, John Fletcher’s disciplined approach and client-first mentality make him a highly recommended advisor.