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