John Mosher, CLU®, ChFC®, AEP® is a Wealth Management, Business & Estate Planning Advisor helping
Our mission aligns the future financial security of an individual, a family, or business with their enterprising actions of today. John specializes in Family Wealth Planning, Tax-Efficient Retirement Income Distribution Planning, and Estate and Business Planning. The Market Segments that we can most bring value to include the medical community, business owners and executives. John has earned the f
ollowing certifications and designations:
CLU
Chartered Life Underwriter
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism. ChFC
Chartered Financial Consultant
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. AEP
Accredited Estate Planner
The Accredited Estate Planner (AEP) designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning. The Accredited Estate Planner designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and re-certification requirements.
22/07/2021
Hope everyone is having a great Thursday...Great walk off win by the Rays yesterday!!!
15/02/2021
This day was created to honor some of our great leaders! It’s the perfect day to also remember that we too can help protect our great nation. Let’s all continue to find common ground and respect each other. Happy Presidents Day!
22/07/2021
15/02/2021
