WELCOME!
Focusing on financial planning for individuals and small businesses, we work with you to develop successful solutions including:
- Helping you clarify and define your financial goals.
- Recommending practical solutions that fit your needs.
- Delivering timely information.
- Monitoring your financial progress.
As you browse our site, you will find a variety of videos, articles, and calculators that may help answer important concerns or questions, but definitely will be stimulating.
Visit our site often and use it as a resource! If you have any questions or suggestions, please don't hesitate to contact me personally.
John Dear, CPA
Financial Advisor
Welcome to Our Company |
Welcome. Focusing on tax and financial planning for individuals and small businesses, we work with you to develop successful solutions, including:
As you browse our site, you will find a variety of videos, articles, and calculators that may help answer important concerns or questions, but definitely will be stimulating. Visit our site often and use it as a resource available for your use. If you have any questions or suggestions, please don't hesitate to contact me personally. John Dear |
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.