John D. Jaicks is the founder of S3 Retirement Planning, LLC, an independent financial advisory dedicated to the advancement of retirement education and planning. Clients appreciate the wealth of knowledge John D. Jaicks brings from over 35 years of investment industry experience. Prior to his financial career in Utah, John spent twelve years on Wall Street working in international investment banking and brokerage. John applies this experience by presenting his clients with a broader, global view of the wealth management and retirement landscape.
John’s practice features an emphasis on Retirement Planning and Retirement Income Strategies. John applies a proven process to obtain portfolio success and positive retirement outcomes. John evaluates Retirement Readiness for younger clients and will initiate an action plan structured to increase the probability of meeting retirement goals. Clients are often corporate executives and employees with significant assets and complex goals focused on retirement and financial freedom.
S3 is an acronym for Success, Security, and Satisfaction in retirement, a concept and process developed by John D. Jaicks and has been successfully implemented in practice since 2015. John has authored several research papers on various retirement planning issues, including Retirement Sustainability Theory, Taxes for Retirees, Investments for Retirement, Social Security, and Pre–Retiree Considerations, which are available upon request or on the website.
John was raised in Westchester County, New York, and graduated from Long Island University. Since 1994, John has been a resident and Financial Advisor in Park City, UT, where he resides with his wife, Lidiane, and daughters, Juliana and Jessica. John is active with his local church and community. He has been involved in many volunteer events and organizations, including Rotary International and the 2002 Winter Olympics. He also participates in fundraising for charities, including Big Brothers and Sisters. John enjoys the mountain lifestyle and traveling with his family.