
John Dugos' professional passion is to guide people in the area of retirement planning and wealth preservation. He genuinely cares for his clients and respects their hopes, personal goals and dreams. He began his financial career in 1987. He brings his experience and a vast knowledge base, as well as his unique style to every individual situation. He is a registered representative with Fortune Financial Services, Incorporated. His emphasis is in retirement planning and he also specializes in wealth transfer strategies and life insurance analysis. John's main objective for his clients is to help them understand how to preserve their assets and formulate safe income strategies for their long term goals and needs.
He has been a consistent member of Fortune Financial Services Inc., President's Club and Chairman's Club. John has also been a featured guest on radio programs and has presented many retirement planning workshops throughout the tri-state area.
John is a graduate of Robert Morris University with a degree in Business Administration and a major in Business Information Systems. John resides in Greensburg with his family. He is an avid reader and health enthusiast. He also shares in his wife's passion for horses and has traveled the United States competing in national Appaloosa events.
John's goal is to provide solutions and guidance to his clients with the complex decisions regarding retirement, life insurance, and estate planning. John and his staff are committed to providing efficient and prompt service, which his clients truly appreciate. He is looking forward to the opportunity to help you strategically plan for a sound financial future!
Newsletters
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Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.