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.

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.

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.

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

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.

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

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.