Who We Are

We are a small boutique financial firm that specializes, for over 30 years, in the acquisition and disposition of life insurance assets.

John E. Mayer has over thirty year’s experience in the life insurance industry. His specialization is in analyzing life insurance policies owned by private foundations (§4944), charitable remainder trusts, irrevocable trusts and LLC’s, as well as corporate owned policies. He has extensive experience in the philanthropic area, real estate, advanced estate planning strategies, and is registered investment advisor. He has offices in Nevada, Arizona Michigan and Florida and works with clients and advisors across the country. He refers to himself as a “Financial Problem Solver” – solving clients problems is why his services are sought out.

Other professional credentials and designations are:

• Master’s Degree in Financial Services (MSFS) from the American College (1993)
• Certified Financial Planner (CFP) (1984)
• CLU (1981)
• Chartered Financial Consultant (ChFC) (1982)
• Accredited Investment Fiduciary Auditor™ designation AIFA® from the Center for Fiduciary Studies (2000)