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