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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Qualifications

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
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck