straight-forward
retirement planning for a smart future

straight-forward
retirement planning
for a smart future

Mears Money Management specializes in investment and retirement planning for individuals and couples ready to start their post-career life.

Mears Money Management specializes in investment and retirement planning for individuals and couples ready to start their post-career life.

CONTACT US

WHO WE SERVE

Choosing a financial advisor is a personal process. With the countless options available, it’s important to us that we’re a good match for you and your goals. Here are a few things we look for in potential clients.

Ready for retirement

I specialize in people who are retired or very close to it (typically 5 years or less). This allows me to tailor my service and expertise to the unique needs of retirees.

Diligent saver

While my clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $500,000.

TRUSTWORTHY

My clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.

LISTEN TO “THE RED ZONE” PODCAST

On this bi-weekly show John breaks down the essential facets of tax planning, investing, retirement concerns, and much more.

OUR VALUES

Mears Money Management is a family-owned business. We believe in the value of hard-work and collaboration and work with our clients to empower their financial future.

our focus

We believe in evidence-based decisions with a focus on efficiency and predictability. The market can be chaotic; your retirement shouldn’t be.

WE DELIVER

Your retirement finances should not be a “black box”. We give our clients the tools they need to be informed investors, including personalized playbooks, market updates, educational resources, and more.

SIMPLE INVESTING smart future

At Mears Money Management, we seek to take the confusion out of retirement planning. We work with individuals and couples from all backgrounds to set them up with the retirement they’ve worked their lives to achieve.

We’ve experienced the markets going up, down and sideways. We’ve argued for and against a wide spectrum of financial disciplines and strategies. Through all the years Growth, Income and Protection remain at the core of every financial plan.

CONTACT US

Contact us today to schedule a no obligation conversation! Call us at (661) 775-3704 or connect with us online by completing the form to the right. We will NOT share your information with anyone.

If you’re a current client looking to schedule an appointment, please click on the button below.