John Dear, CPA, Financial Advisor
Professional Personal Services:
- Financial Needs Analysis
- Estate Conservation Strategies
- Wealth and Asset Protection Strategies
- Products and Services for Retirement Planning
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Professional Business Services:
- Buy/Sell Agreement Funding
- Executive Compensation Plans
- Deferred Compensation Plans
- Key Man Insurance
- Business Continuation Insurance
- 401(k) Rollovers
- Pension Maximization
Personal Qualifications
- FINRA Series 66 and 7 Securities Licenses
- Life/Health Insurance License
- Long -Term Care insurance License
