John P. McCloud, CFP®
Principal, WealthPlanners, LLC
Founder & Principal, Creative Benefit Strategies, LLC

John provides strategic planning services to the owners of privately-held businesses, helping them to create, sustain and successfully transfer their wealth.  As a business owner himself, John understands and appreciates the opportunities and challenges his clients face, and helps them gain clarity around their total wealth, both business and personal.

  • Joined the industry in 1982, established his private practice in 1986 
  • Certified Financial PlannerTM (CFP®)
  • Designed and implemented hundreds of effective, cost-efficient benefits solutions
  • Bachelor of Arts Degree in Economics, Lake Forest College
  • Member, The Legacy Companies Wealth Coach Network
  • Active Member and former Treasurer, Cary Area Crime Stoppers
  • Village of Cary Appointee to the Police Pension Fund Board
      Owner, The Inverness Group

John and his wife, Dana, live in Cary, Illinois.  The McCloud’s have three sons, a daughter and two young grandchildren.  John is an avid football fan and a Civil War enthusiast.