--- title: John Wheeler Featured in CSA Journal on the Power of Holistic Planning description: NAIFA President-Elect John Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP, CPFA, is a contributor in a recent issue of the CSA Journal, the publication of the Society of Certified Senior Advisors. image: https://at.naifa.org/hubfs/SecuringTheFuture.Deck.FINAL.8.25%20(1).png --- [![ApexNLC_banner2-1](https://at.naifa.org/hs-fs/hubfs/ApexNLC_banner2-1.jpg?width=728&height=73&name=ApexNLC_banner2-1.jpg)](https://apex.naifa.org/) [![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ](https://at.naifa.org/) [![Join NAIFA](https://no-cache.hubspot.com/cta/default/2635471/19793afe-5adf-4f28-b999-9dd4527de76b.png)](https://cta-redirect.hubspot.com/cta/redirect/2635471/19793afe-5adf-4f28-b999-9dd4527de76b) [**](https://at.naifa.org/john-wheeler-featured-in-csa-journal-on-the-power-of-holistic-planning#tmpmodule_1614584860767204) - [NAIFA Home](https://belong.naifa.org/) - [AT Home](https://at.naifa.org) - [Podcasts](https://at.naifa.org/naifa-advisortoday-podcast) - Webinars - [Upcoming Webinars](https://at.naifa.org/webinars) - [Webinar Archives](https://at.naifa.org/webinar-archives) - Events - [NAIFA Events](https://belong.naifa.org/events) - [*Advisor Today's* 4 Under 40](https://at.naifa.org/4under40) - [Browse By Topic](https://at.naifa.org/browse-by-topic) - [Back Issues](https://issuu.com/advisortoday/stacks/f62069831aa64770972708211aaf363f) - [Contribute](https://at.naifa.org/contribute) ** ![Lifesaver Beach-1](https://at.naifa.org/hs-fs/hubfs/Lifesaver%20Beach-1.jpeg?width=1400&height=799&name=Lifesaver%20Beach-1.jpeg) #### **NAIFA Members Provide Financial Security** ###### 1 min read ## [John Wheeler Featured in CSA Journal on the Power of Holistic Planning](https://at.naifa.org/john-wheeler-featured-in-csa-journal-on-the-power-of-holistic-planning) By [NAIFA](https://at.naifa.org/author/naifa) on 7/17/26 4:28 PM ###### Topics: [Retirement Planning](https://at.naifa.org/topic/retirement-planning) ![](https://at.naifa.org/hubfs/SecuringTheFuture.Deck.FINAL.8.25%20(1).png) NAIFA President-Elect John Wheeler,** **CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP, CPFA, is a contributor in a recent issue of the **[*CSA Journal*, ](https://www.csa.us/resources/publications/csa-journal/)the publication of the Society of Certified Senior Advisors. In the article, “Funding Solutions for the Longevity Economy—Financial Security for Longer Lives,” John shares why true financial planning goes far beyond investments or retirement income alone. Using the analogy of assembling a jigsaw puzzle, John explains that every financial decision—investments, insurance, retirement planning, estate planning, and long-term care planning—must fit together around a client's broader life goals and values. As Americans live longer, he notes, advisors have an even greater responsibility to help clients prepare for the financial realities of longevity, including the potential need for extended care. Rather than assuming "it won't happen," John encourages a comprehensive planning approach that considers both public and private funding options while helping clients preserve dignity, independence, and choice throughout retirement. John's contribution reflects what NAIFA members do every day: provide holistic, client-centered guidance that prepares families not only for retirement, but for the many possibilities that come with longer lives. If you have access to the *CSA Journal*, [log in](https://www.csa.us/resources/publications/csa-journal/) to read John's full article, along with insights from other leading experts on funding solutions for today's longevity economy. # TOPIC LIST : - [Member Spotlight (186)](https://at.naifa.org/tag/member-spotlight) - [Press Release (161)](https://at.naifa.org/tag/press-release) - [Podcast (97)](https://at.naifa.org/tag/podcast) - [Advisor Today (87)](https://at.naifa.org/tag/advisor-today) - [Loyal Member Profile (83)](https://at.naifa.org/tag/loyal-member-profile) - [Leaders (65)](https://at.naifa.org/tag/leaders) - [Life Insurance & Annuities (64)](https://at.naifa.org/tag/life-insurance-annuities) - [Awards (56)](https://at.naifa.org/tag/awards) - [Insurance (54)](https://at.naifa.org/tag/insurance) - [New Member Profile (54)](https://at.naifa.org/tag/new-member-profile) - [Potential Partners for Advisors (54)](https://at.naifa.org/tag/potential-partners-for-advisors) - [Financial Planning (41)](https://at.naifa.org/tag/financial-planning) - 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